MTM Investment Management’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 | $36.3K | Hold |
300
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $33.8K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $33.2K | Hold |
300
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $31.4K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $28.4K | Hold |
300
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $28.7K | Hold |
300
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $25.6K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $22.4K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $22.4K | Hold |
300
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $21.3K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $22.6K | Sell |
300
-90
| -23% | -$6.79K | 0.01% | 230 |
|
|
2022
Q3 | $26K | Hold |
390
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $28K | Hold |
390
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $33K | Hold |
390
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $34K | Hold |
390
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $32K | Hold |
390
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $32K | Hold |
390
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $29K | Sell |
390
-380
| -49% | -$28.3K | 0.02% | 205 |
|
|
2020
Q4 | $51K | Buy |
+770
| New | +$51K | 0.03% | 182 |
|