Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Sell |
16,147
-768
| -5% | -$95.3K | 0.04% | 392 |
|
|
2025
Q4 | $2.18M | Sell |
16,915
-47
| -0.3% | -$5.88K | 0.05% | 344 |
|
|
2025
Q3 | $2.07M | Sell |
16,962
-2,473
| -13% | -$306K | 0.05% | 354 |
|
|
2025
Q2 | $2.42M | Sell |
19,435
-797
| -4% | -$89.8K | 0.06% | 277 |
|
|
2025
Q1 | $2.21M | Sell |
20,232
-1,331
| -6% | -$152K | 0.06% | 269 |
|
|
2024
Q4 | $2.48M | Buy |
21,563
+12,019
| +126% | +$1.34M | 0.07% | 234 |
|
|
2024
Q3 | $1.04M | Buy |
9,544
+204
| +2% | +$20.5K | 0.03% | 477 |
|
|
2024
Q2 | $940K | Buy |
9,340
+543
| +6% | +$50.8K | 0.03% | 503 |
|
|
2024
Q1 | $841K | Sell |
8,797
-85
| -1% | -$7.57K | 0.03% | 529 |
|
|
2023
Q4 | $759K | Buy |
8,882
+545
| +7% | +$42.5K | 0.03% | 532 |
|
|
2023
Q3 | $623K | Sell |
8,337
-400
| -5% | -$30.8K | 0.02% | 562 |
|
|
2023
Q2 | $652K | Sell |
8,737
-1,172
| -12% | -$84.5K | 0.02% | 555 |
|
|
2023
Q1 | $705K | Buy |
9,909
+50
| +0.5% | +$3.85K | 0.03% | 526 |
|
|
2022
Q4 | $744K | Buy |
9,859
+2,130
| +28% | +$160K | 0.03% | 495 |
|
|
2022
Q3 | $522K | Buy |
7,729
+479
| +7% | +$35.3K | 0.03% | 548 |
|
|
2022
Q2 | $507K | Sell |
7,250
-5,013
| -41% | -$382K | 0.03% | 532 |
|
|
2022
Q1 | $1.04M | Buy |
12,263
+573
| +5% | +$49.3K | 0.06% | 369 |
|
|
2021
Q4 | $1.01M | Buy |
11,690
+100
| +0.9% | +$8.71K | 0.05% | 381 |
|
|
2021
Q3 | $957K | Sell |
11,590
-43
| -0.4% | -$3.57K | 0.06% | 365 |
|
|
2021
Q2 | $943K | Buy |
11,633
+3,782
| +48% | +$304K | 0.06% | 365 |
|
|
2021
Q1 | $588K | Sell |
7,851
-68
| -0.9% | -$4.83K | 0.04% | 446 |
|
|
2020
Q4 | $529K | Sell |
7,919
-367
| -4% | -$22.7K | 0.04% | 453 |
|
|
2020
Q3 | $470K | Sell |
8,286
-6,376
| -43% | -$366K | 0.04% | 436 |
|
|
2020
Q2 | $807K | Buy |
14,662
+90
| +0.6% | +$4.8K | 0.08% | 265 |
|
|
2020
Q1 | $709K | Sell |
14,572
-12,200
| -46% | -$772K | 0.1% | 223 |
|
|
2019
Q4 | $1.84M | Buy |
26,772
+18,934
| +242% | +$1.26M | 0.2% | 131 |
|
|
2019
Q3 | $504K | Sell |
7,838
-600
| -7% | -$38.1K | 0.07% | 306 |
|
|
2019
Q2 | $530K | Buy |
8,438
+12
| +0.1% | +$739 | 0.07% | 319 |
|
|
2019
Q1 | $498K | Sell |
8,426
-268
| -3% | -$15.6K | 0.07% | 278 |
|
|
2018
Q4 | $462K | Sell |
8,694
-28,492
| -77% | -$1.63M | 0.09% | 245 |
|
|
2018
Q3 | $2.26M | Sell |
37,186
-610
| -2% | -$37.4K | 0.34% | 60 |
|
|
2018
Q2 | $2.21M | Sell |
37,796
-178
| -0.5% | -$10.6K | 0.51% | 41 |
|
|
2018
Q1 | $2.24M | Buy |
37,974
+4,202
| +12% | +$255K | 0.57% | 30 |
|
|
2017
Q4 | $2.02M | Buy |
+33,772
| New | +$1.96M | 0.76% | 26 |
|
Other funds holding IYF
PF
PCH
