Oppenheimer & Co’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 | $386K | Sell |
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|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $477K | Hold |
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|
2019
Q2 | $465K | Sell |
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|
2019
Q1 | $571K | Buy |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | $436K | Buy |
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|
2017
Q4 | $430K | Hold |
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|
2017
Q3 | $404K | Buy |
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|
2017
Q2 | $288K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $263K | Buy |
|