One Capital Management’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 | $503K | Sell |
4,155
-7,133
| -63% | -$863K | 0.02% | 363 |
|
|
2025
Q1 | $1.27M | Buy |
11,288
+2,789
| +33% | +$315K | 0.04% | 197 |
|
|
2024
Q4 | $940K | Hold |
8,499
| – | – | 0.03% | 209 |
|
|
2024
Q3 | $883K | Buy |
8,499
+3,234
| +61% | +$336K | 0.03% | 225 |
|
|
2024
Q2 | $498K | Buy |
5,265
+46
| +0.9% | +$4.35K | 0.02% | 285 |
|
|
2024
Q1 | $499K | Sell |
5,219
-7,415
| -59% | -$709K | 0.02% | 221 |
|
|
2023
Q4 | $1.08M | Buy |
+12,634
| New | +$1.08M | 0.04% | 175 |
|