Money Concepts Capital’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
2,960
+264
| +10% | +$31.9K | 0.02% | 346 |
|
|
2025
Q1 | $304K | Buy |
2,696
+399
| +17% | +$45K | 0.02% | 352 |
|
|
2024
Q4 | $254K | Buy |
2,297
+203
| +10% | +$22.5K | 0.02% | 368 |
|
|
2024
Q3 | $218K | Buy |
+2,094
| New | +$218K | 0.02% | 385 |
|
|
2023
Q2 | – | Sell |
-34,789
| Closed | -$415K | – | 419 |
|
|
2023
Q1 | $415K | Buy |
34,789
+31,592
| +988% | +$377K | 0.02% | 309 |
|
|
2022
Q4 | $241K | Buy |
3,197
+1,864
| +140% | +$141K | 0.01% | 613 |
|
|
2022
Q3 | $90K | Buy |
1,333
+29
| +2% | +$1.96K | 0.01% | 591 |
|
|
2022
Q2 | $92K | Sell |
1,304
-2,145
| -62% | -$151K | 0.01% | 582 |
|
|
2022
Q1 | $292K | Buy |
3,449
+1,839
| +114% | +$156K | 0.02% | 589 |
|
|
2021
Q4 | $140K | Buy |
+1,610
| New | +$140K | 0.01% | 521 |
|
|
2021
Q1 | $133K | Buy |
1,776
+19
| +1% | +$1.42K | 0.01% | 496 |
|
|
2020
Q4 | $117K | Buy |
+1,757
| New | +$117K | 0.01% | 458 |
|