NEWAS
N.E.W. Advisory Services’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
94
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $10.6K | Buy |
+94
| New | +$10.6K | ﹤0.01% | 603 |
|
|
2022
Q2 | – | Sell |
-2,912
| Closed | -$218K | – | 145 |
|
|
2022
Q1 | $218K | Buy |
+2,912
| New | +$218K | 0.04% | 118 |
|
|
2021
Q4 | – | Sell |
-2,520
| Closed | -$208K | – | 138 |
|
|
2021
Q3 | $208K | Sell |
2,520
-392
| -13% | -$32.4K | 0.03% | 128 |
|
|
2021
Q2 | $235K | Hold |
2,912
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $222K | Buy |
+2,912
| New | +$222K | 0.04% | 119 |
|