Monetary Management Group’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,200
Closed -$61K 305
2016
Q4
$61K Hold
1,200
0.03% 211
2016
Q3
$54K Hold
1,200
0.03% 216
2016
Q2
$52K Buy
+1,200
New +$51.9K 0.02% 219
2015
Q3
Sell
-500
Closed -$22K 339
2015
Q2
$22K Hold
500
0.01% 297
2015
Q1
$22K Sell
500
-2,000
-80% -$88.8K 0.01% 312
2014
Q4
$113K Hold
2,500
0.05% 191
2014
Q3
$105K Sell
2,500
-1,000
-29% -$41.9K 0.05% 201
2014
Q2
$145K Sell
3,500
-800
-19% -$32.5K 0.07% 179
2014
Q1
$176K Hold
4,300
0.08% 158
2013
Q4
$172K Hold
4,300
0.08% 161
2013
Q3
$158K Hold
4,300
0.08% 163
2013
Q2
$153K Buy
+4,300
New +$152K 0.08% 172

Other funds holding IYF