NorthRock Partners’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 | $473K | Buy |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $275K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $490K | Buy |
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|
2019
Q3 | $270K | Buy |
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