NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.34M | Buy |
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|
2025
Q2 | $5.76M | Buy |
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|
2025
Q1 | $4.9M | Buy |
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|
2024
Q4 | $4.31M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $841K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $429K | Sell |
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|
2020
Q2 | $459K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $71.7K | Buy |
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