MSI Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $2.74M | Buy |
54,010
+25,472
| +89% | +$1.29M | 0.09% | 217 |
|
2016
Q3 | $1.28M | Sell |
28,538
-4,058
| -12% | -$183K | 0.04% | 348 |
|
2016
Q2 | $1.4M | Sell |
32,596
-30,104
| -48% | -$1.29M | 0.05% | 322 |
|
2016
Q1 | $2.65M | Buy |
62,700
+3,826
| +6% | +$162K | 0.11% | 195 |
|
2015
Q4 | $2.6M | Buy |
58,874
+21,630
| +58% | +$956K | 0.12% | 183 |
|
2015
Q3 | $1.57M | Buy |
37,244
+2,926
| +9% | +$123K | 0.12% | 177 |
|
2015
Q2 | $1.54M | Buy |
34,318
+7,860
| +30% | +$353K | 0.11% | 209 |
|
2015
Q1 | $1.18M | Buy |
26,458
+16,780
| +173% | +$747K | 0.08% | 267 |
|
2014
Q4 | $436K | Buy |
9,678
+2,108
| +28% | +$95K | 0.05% | 393 |
|
2014
Q3 | $317K | Buy |
7,570
+982
| +15% | +$41.1K | 0.04% | 453 |
|
2014
Q2 | $274K | Sell |
6,588
-1,126
| -15% | -$46.8K | 0.04% | 482 |
|
2014
Q1 | $315K | Buy |
7,714
+2,414
| +46% | +$98.6K | 0.05% | 397 |
|
2013
Q4 | $212K | Sell |
5,300
-552
| -9% | -$22.1K | 0.03% | 476 |
|
2013
Q3 | $214K | Sell |
5,852
-592
| -9% | -$21.6K | 0.04% | 423 |
|
2013
Q2 | $230K | Buy |
+6,444
| New | +$230K | 0.05% | 377 |
|