Nikulski Financial’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 | $1.29M | Sell |
10,633
-4,098
| -28% | -$496K | 0.35% | 69 |
|
|
2025
Q1 | $1.66M | Sell |
14,731
-368
| -2% | -$41.5K | 0.5% | 56 |
|
|
2024
Q4 | $1.67M | Buy |
15,099
+796
| +6% | +$88K | 0.49% | 60 |
|
|
2024
Q3 | $1.49M | Sell |
14,303
-1,751
| -11% | -$182K | 0.44% | 57 |
|
|
2024
Q2 | $1.52M | Hold |
16,054
| – | – | 0.48% | 56 |
|
|
2024
Q1 | $1.54M | Buy |
16,054
+3,562
| +29% | +$341K | 0.51% | 52 |
|
|
2023
Q4 | $1.07M | Sell |
12,492
-770
| -6% | -$65.8K | 0.39% | 63 |
|
|
2023
Q3 | $991K | Buy |
13,262
+2,401
| +22% | +$179K | 0.41% | 60 |
|
|
2023
Q2 | $810K | Buy |
+10,861
| New | +$810K | 0.34% | 74 |
|