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Northern Capital Management (Wisconsin)’s iShares US Financials ETF IYF Stock Holding History

Northern Capital Management (Wisconsin)’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,180
Closed -$212K – 146
2016
Q4 		$212K Sell
4,180
-1,320
-24% -$63K 0.09% 134
2016
Q3 		$248K Sell
5,500
-200
-4% -$8.96K 0.11% 125
2016
Q2 		$245K Sell
5,700
-4,320
-43% -$187K 0.11% 124
2016
Q1 		$424K Buy
10,020
+1,550
+18% +$62.9K 0.19% 119
2015
Q4 		$374K Hold
8,470
– – 0.16% 120
2015
Q3 		$356K Buy
8,470
+40
+0.5% +$1.78K 0.15% 124
2015
Q2 		$378K Buy
8,430
+2,270
+37% +$103K 0.18% 113
2015
Q1 		$274K Buy
6,160
+240
+4% +$10.7K 0.13% 121
2014
Q4 		$267K Buy
5,920
+410
+7% +$17.8K 0.13% 119
2014
Q3 		$231K Buy
+5,510
New +$231K 0.12% 123

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