Mutual Advisors’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 | $2.42M | Sell |
19,435
-797
| -4% | -$99.2K | 0.06% | 277 |
|
|
2025
Q1 | $2.21M | Sell |
20,232
-1,331
| -6% | -$145K | 0.06% | 269 |
|
|
2024
Q4 | $2.48M | Buy |
21,563
+12,019
| +126% | +$1.38M | 0.07% | 234 |
|
|
2024
Q3 | $1.04M | Buy |
9,544
+204
| +2% | +$22.2K | 0.03% | 477 |
|
|
2024
Q2 | $940K | Buy |
9,340
+543
| +6% | +$54.7K | 0.03% | 503 |
|
|
2024
Q1 | $841K | Sell |
8,797
-85
| -1% | -$8.13K | 0.03% | 529 |
|
|
2023
Q4 | $759K | Buy |
8,882
+545
| +7% | +$46.5K | 0.03% | 532 |
|
|
2023
Q3 | $623K | Sell |
8,337
-400
| -5% | -$29.9K | 0.02% | 561 |
|
|
2023
Q2 | $652K | Sell |
8,737
-1,172
| -12% | -$87.4K | 0.02% | 554 |
|
|
2023
Q1 | $705K | Buy |
9,909
+50
| +0.5% | +$3.56K | 0.03% | 526 |
|
|
2022
Q4 | $744K | Buy |
9,859
+2,130
| +28% | +$161K | 0.03% | 495 |
|
|
2022
Q3 | $522K | Buy |
7,729
+479
| +7% | +$32.4K | 0.03% | 547 |
|
|
2022
Q2 | $507K | Sell |
7,250
-5,013
| -41% | -$351K | 0.03% | 531 |
|
|
2022
Q1 | $1.04M | Buy |
12,263
+573
| +5% | +$48.5K | 0.06% | 368 |
|
|
2021
Q4 | $1.01M | Buy |
11,690
+100
| +0.9% | +$8.67K | 0.05% | 380 |
|
|
2021
Q3 | $957K | Sell |
11,590
-43
| -0.4% | -$3.55K | 0.06% | 364 |
|
|
2021
Q2 | $943K | Buy |
11,633
+3,782
| +48% | +$307K | 0.06% | 364 |
|
|
2021
Q1 | $588K | Sell |
7,851
-68
| -0.9% | -$5.09K | 0.04% | 445 |
|
|
2020
Q4 | $529K | Sell |
7,919
-367
| -4% | -$24.5K | 0.04% | 452 |
|
|
2020
Q3 | $470K | Sell |
8,286
-6,376
| -43% | -$362K | 0.04% | 435 |
|
|
2020
Q2 | $807K | Buy |
14,662
+90
| +0.6% | +$4.95K | 0.08% | 265 |
|
|
2020
Q1 | $709K | Sell |
14,572
-12,200
| -46% | -$594K | 0.1% | 223 |
|
|
2019
Q4 | $1.84M | Buy |
26,772
+18,934
| +242% | +$1.3M | 0.2% | 131 |
|
|
2019
Q3 | $504K | Sell |
7,838
-600
| -7% | -$38.6K | 0.07% | 306 |
|
|
2019
Q2 | $530K | Buy |
8,438
+12
| +0.1% | +$754 | 0.07% | 319 |
|
|
2019
Q1 | $498K | Sell |
8,426
-268
| -3% | -$15.8K | 0.07% | 278 |
|
|
2018
Q4 | $462K | Sell |
8,694
-28,492
| -77% | -$1.51M | 0.09% | 245 |
|
|
2018
Q3 | $2.26M | Sell |
37,186
-610
| -2% | -$37.1K | 0.34% | 60 |
|
|
2018
Q2 | $2.22M | Sell |
37,796
-178
| -0.5% | -$10.4K | 0.51% | 41 |
|
|
2018
Q1 | $2.24M | Buy |
37,974
+4,202
| +12% | +$248K | 0.57% | 30 |
|
|
2017
Q4 | $2.02M | Buy |
+33,772
| New | +$2.02M | 0.76% | 26 |
|