Pathstone Holdings’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
Q4
Sell
-2,180
Closed -$276K 2309
2025
Q3
$276K Buy
2,180
+360
+20% +$44.5K ﹤0.01% 2061
2025
Q2
$220K Hold
1,820
﹤0.01% 2031
2025
Q1
$205K Sell
1,820
-1,114
-38% -$128K ﹤0.01% 2074
2024
Q4
$324K Sell
2,934
-89
-3% -$9.91K ﹤0.01% 1923
2024
Q3
$314K Sell
3,023
-32
-1% -$3.21K ﹤0.01% 1949
2024
Q2
$289K Buy
3,055
+346
+13% +$32.4K ﹤0.01% 1959
2024
Q1
$259K Sell
2,709
-594
-18% -$52.9K ﹤0.01% 2022
2023
Q4
$282K Buy
+3,303
New +$257K ﹤0.01% 1871

Other funds holding IYF