Pathstone Holdings’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
$220K Hold
1,820
﹤0.01% 2027
2025
Q1
$205K Sell
1,820
-1,114
-38% -$126K ﹤0.01% 2065
2024
Q4
$324K Sell
2,934
-89
-3% -$9.84K ﹤0.01% 1923
2024
Q3
$314K Sell
3,023
-32
-1% -$3.32K ﹤0.01% 1942
2024
Q2
$289K Buy
3,055
+346
+13% +$32.7K ﹤0.01% 1955
2024
Q1
$259K Sell
2,709
-594
-18% -$56.8K ﹤0.01% 2016
2023
Q4
$282K Buy
+3,303
New +$282K ﹤0.01% 1868