Pacific Sun Financial’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 | $540K | Sell |
4,467
-380
| -8% | -$46K | 0.28% | 107 |
|
|
2025
Q1 | $547K | Buy |
4,847
+5
| +0.1% | +$564 | 0.31% | 99 |
|
|
2024
Q4 | $535K | Sell |
4,842
-20
| -0.4% | -$2.21K | 0.29% | 107 |
|
|
2024
Q3 | $505K | Buy |
4,862
+15
| +0.3% | +$1.56K | 0.28% | 106 |
|
|
2024
Q2 | $458K | Sell |
4,847
-420
| -8% | -$39.7K | 0.27% | 110 |
|
|
2024
Q1 | $504K | Hold |
5,267
| – | – | 0.29% | 107 |
|
|
2023
Q4 | $450K | Buy |
5,267
+20
| +0.4% | +$1.71K | 0.28% | 107 |
|
|
2023
Q3 | $392K | Buy |
5,247
+45
| +0.9% | +$3.36K | 0.27% | 109 |
|
|
2023
Q2 | $370K | Buy |
+5,202
| New | +$370K | 0.25% | 118 |
|
|
2022
Q4 | $391K | Buy |
5,182
+5
| +0.1% | +$377 | 0.28% | 111 |
|
|
2022
Q3 | $350K | Buy |
5,177
+90
| +2% | +$6.09K | 0.25% | 121 |
|
|
2022
Q2 | $356K | Buy |
5,087
+440
| +9% | +$30.8K | 0.23% | 125 |
|
|
2022
Q1 | $393K | Buy |
4,647
+598
| +15% | +$50.6K | 0.22% | 123 |
|
|
2021
Q4 | $351K | Buy |
4,049
+815
| +25% | +$70.7K | 0.19% | 132 |
|
|
2021
Q3 | $267K | Buy |
+3,234
| New | +$267K | 0.15% | 152 |
|