Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $354K | Hold |
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|
2019
Q4 | $501K | Hold |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $523K | Sell |
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|
2018
Q4 | $527K | Buy |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $506K | Hold |
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|
2018
Q1 | $509K | Sell |
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|
2017
Q4 | $540K | Buy |
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|
2017
Q3 | $500K | Hold |
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|
2017
Q2 | $480K | Sell |
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|
2017
Q1 | $516K | Sell |
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|
2016
Q4 | $694K | Sell |
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|
2016
Q3 | $621K | Hold |
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|
2016
Q2 | $593K | Sell |
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|
2016
Q1 | $594K | Buy |
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|
2015
Q4 | $600K | Sell |
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|
2015
Q3 | $601K | Hold |
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|
2015
Q2 | $642K | Hold |
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|
2015
Q1 | $637K | Sell |
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|
2014
Q4 | $655K | Sell |
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|
2014
Q3 | $647K | Sell |
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|
2014
Q2 | $659K | Sell |
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|
2014
Q1 | $713K | Sell |
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|
2013
Q4 | $954K | Sell |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.33M | Buy |
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