One Capital Management’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
2026
Q1
$363K Hold
3,082
0.01% 423
2025
Q4
$397K Hold
3,082
0.01% 416
2025
Q3
$390K Sell
3,082
-1,073
-26% -$133K 0.01% 391
2025
Q2
$503K Sell
4,155
-7,133
-63% -$804K 0.02% 364
2025
Q1
$1.27M Buy
11,288
+2,789
+33% +$319K 0.04% 197
2024
Q4
$940K Hold
8,499
0.03% 209
2024
Q3
$883K Buy
8,499
+3,234
+61% +$324K 0.03% 225
2024
Q2
$498K Buy
5,265
+46
+0.9% +$4.31K 0.02% 286
2024
Q1
$499K Sell
5,219
-7,415
-59% -$660K 0.02% 221
2023
Q4
$1.08M Buy
+12,634
New +$985K 0.04% 175

Other funds holding IYF