Newbridge Financial Services Group’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 | $58.4K | Buy |
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|
2025
Q4 | $63.8K | Sell |
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|
2025
Q3 | $78K | Buy |
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|
2025
Q2 | $56.2K | Buy |
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|
2025
Q1 | $37.7K | Hold |
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|
2024
Q4 | $36.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $45.6K | Sell |
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|
2024
Q1 | $50.8K | Sell |
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|
2023
Q4 | $170K | Buy |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $15K | Buy |
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