NewSquare Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-144
| Closed | -$13.8K | – | 417 |
|
|
2024
Q1 | $13.8K | Hold |
144
| – | – | ﹤0.01% | 234 |
|
|
2023
Q4 | $12.3K | Sell |
144
-152
| -51% | -$13K | ﹤0.01% | 261 |
|
|
2023
Q3 | $22.1K | Hold |
296
| – | – | ﹤0.01% | 236 |
|
|
2023
Q2 | $22.1K | Hold |
296
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $21.1K | Buy |
296
+144
| +95% | +$10.2K | ﹤0.01% | 263 |
|
|
2022
Q4 | $11.5K | Buy |
+152
| New | +$11.5K | ﹤0.01% | 273 |
|
|
2015
Q1 | – | Sell |
-470
| Closed | -$21K | – | 332 |
|
|
2014
Q4 | $21K | Buy |
+470
| New | +$21K | 0.01% | 207 |
|