OCPWS
One Charles Private Wealth Services’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
9,515
-97
| -1% | -$11.7K | 0.32% | 52 |
|
|
2025
Q1 | $1.08M | Sell |
9,612
-180
| -2% | -$20.3K | 0.35% | 43 |
|
|
2024
Q4 | $1.08M | Buy |
9,792
+240
| +3% | +$26.5K | 0.36% | 47 |
|
|
2024
Q3 | $992K | Sell |
9,552
-757
| -7% | -$78.7K | 0.38% | 47 |
|
|
2024
Q2 | $975K | Sell |
10,309
-47
| -0.5% | -$4.45K | 0.41% | 50 |
|
|
2024
Q1 | $991K | Sell |
10,356
-191
| -2% | -$18.3K | 0.43% | 47 |
|
|
2023
Q4 | $901K | Buy |
+10,547
| New | +$901K | 0.48% | 45 |
|
|
2022
Q3 | – | Sell |
-5,259
| Closed | -$366K | – | 117 |
|
|
2022
Q2 | $366K | Buy |
+5,259
| New | +$366K | 0.25% | 72 |
|