OneDigital Investment Advisors’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 | $14.6M | Buy |
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|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $9.81M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $8.43M | Buy |
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|
2024
Q1 | $8.04M | Sell |
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|
2023
Q4 | $8.42M | Sell |
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|
2023
Q3 | $7.48M | Sell |
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|
2023
Q2 | $8.27M | Buy |
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|
2023
Q1 | $7.83M | Buy |
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|
2022
Q4 | $6.65M | Buy |
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|
2022
Q3 | $5.33M | Sell |
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|
2022
Q2 | $5.61M | Sell |
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|
2022
Q1 | $6.86M | Buy |
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|
2021
Q4 | $6.77M | Buy |
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|
2021
Q3 | $6.36M | Buy |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $5.5M | Sell |
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|
2020
Q4 | $4.91M | Buy |
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|
2020
Q3 | $4.08M | Sell |
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|
2020
Q2 | $4.14M | Buy |
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|
2020
Q1 | $3.59M | Buy |
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|
2019
Q4 | $4.49M | Buy |
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|
2019
Q3 | $4.19M | Buy |
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|
2019
Q2 | $722K | Buy |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
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