Pettyjohn Wood & White’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.9M | Sell |
33,180
-950
| -3% | -$118K | 0.62% | 44 |
|
|
2025
Q4 | $4.4M | Sell |
34,130
-380
| -1% | -$47.5K | 0.69% | 42 |
|
|
2025
Q3 | $4.37M | Sell |
34,510
-220
| -0.6% | -$27.2K | 0.72% | 38 |
|
|
2025
Q2 | $4.2M | Sell |
34,730
-225
| -0.6% | -$25.4K | 0.75% | 37 |
|
|
2025
Q1 | $3.94M | Sell |
34,955
-1,565
| -4% | -$179K | 0.76% | 37 |
|
|
2024
Q4 | $4.04M | Sell |
36,520
-55
| -0.2% | -$6.13K | 0.74% | 36 |
|
|
2024
Q3 | $3.8M | Sell |
36,575
-317
| -0.9% | -$31.8K | 0.7% | 38 |
|
|
2024
Q2 | $3.49M | Sell |
36,892
-525
| -1% | -$49.2K | 0.68% | 40 |
|
|
2024
Q1 | $3.58M | Sell |
37,417
-700
| -2% | -$62.4K | 0.71% | 40 |
|
|
2023
Q4 | $3.26M | Sell |
38,117
-990
| -3% | -$77.2K | 0.71% | 39 |
|
|
2023
Q3 | $2.92M | Sell |
39,107
-1,000
| -2% | -$77.1K | 0.69% | 39 |
|
|
2023
Q2 | $2.99M | Sell |
40,107
-1,440
| -3% | -$104K | 0.69% | 41 |
|
|
2023
Q1 | $2.96M | Sell |
41,547
-742
| -2% | -$57.1K | 0.72% | 40 |
|
|
2022
Q4 | $3.19M | Hold |
42,289
| – | – | 0.8% | 37 |
|
|
2022
Q3 | $2.86M | Sell |
42,289
-495
| -1% | -$36.5K | 0.76% | 41 |
|
|
2022
Q2 | $2.99M | Sell |
42,784
-700
| -2% | -$53.4K | 0.71% | 46 |
|
|
2022
Q1 | $3.68M | Sell |
43,484
-535
| -1% | -$46.1K | 0.79% | 43 |
|
|
2021
Q4 | $3.82M | Sell |
44,019
-2,316
| -5% | -$202K | 0.79% | 43 |
|
|
2021
Q3 | $3.83M | Sell |
46,335
-980
| -2% | -$81.4K | 0.85% | 42 |
|
|
2021
Q2 | $3.83M | Sell |
47,315
-1,625
| -3% | -$131K | 0.86% | 42 |
|
|
2021
Q1 | $3.66M | Sell |
48,940
-820
| -2% | -$58.3K | 0.87% | 40 |
|
|
2020
Q4 | $3.32M | Sell |
49,760
-1,550
| -3% | -$95.7K | 0.85% | 40 |
|
|
2020
Q3 | $2.91M | Sell |
51,310
-1,700
| -3% | -$97.5K | 0.85% | 42 |
|
|
2020
Q2 | $2.92M | Sell |
53,010
-2,900
| -5% | -$155K | 0.93% | 39 |
|
|
2020
Q1 | $2.72M | Sell |
55,910
-5,420
| -9% | -$343K | 1.01% | 33 |
|
|
2019
Q4 | $4.22M | Sell |
61,330
-100
| -0.2% | -$6.64K | 1.22% | 33 |
|
|
2019
Q3 | $3.95M | Sell |
61,430
-1,800
| -3% | -$114K | 1.2% | 33 |
|
|
2019
Q2 | $3.97M | Sell |
63,230
-200
| -0.3% | -$12.3K | 1.23% | 31 |
|
|
2019
Q1 | $3.75M | Sell |
63,430
-450
| -0.7% | -$26.2K | 1.22% | 31 |
|
|
2018
Q4 | $3.4M | Buy |
63,880
+740
| +1% | +$42.4K | 1.24% | 32 |
|
|
2018
Q3 | $3.83M | Sell |
63,140
-450
| -0.7% | -$27.6K | 1.25% | 30 |
|
|
2018
Q2 | $3.73M | Sell |
63,590
-932
| -1% | -$55.5K | 1.3% | 30 |
|
|
2018
Q1 | $3.8M | Buy |
64,522
+4,510
| +8% | +$274K | 1.38% | 29 |
|
|
2017
Q4 | $3.58M | Sell |
60,012
-5,128
| -8% | -$298K | 1.29% | 30 |
|
|
2017
Q3 | $3.65M | Sell |
65,140
-750
| -1% | -$40.9K | 1.35% | 30 |
|
|
2017
Q2 | $3.54M | Sell |
65,890
-4,000
| -6% | -$209K | 1.31% | 30 |
|
|
2017
Q1 | $3.64M | Sell |
69,890
-600
| -0.9% | -$31.3K | 1.35% | 29 |
|
|
2016
Q4 | $3.58M | Sell |
70,490
-2,010
| -3% | -$95.9K | 1.39% | 24 |
|
|
2016
Q3 | $3.26M | Hold |
72,500
| – | – | 1.55% | 22 |
|
|
2016
Q2 | $3.12M | Sell |
72,500
-1,000
| -1% | -$43.2K | 1.23% | 29 |
|
|
2016
Q1 | $3.11M | Sell |
73,500
-900
| -1% | -$36.5K | 1.27% | 28 |
|
|
2015
Q4 | $3.29M | Sell |
74,400
-850
| -1% | -$37.9K | 1.4% | 23 |
|
|
2015
Q3 | $3.17M | Sell |
75,250
-6,156
| -8% | -$275K | 1.45% | 23 |
|
|
2015
Q2 | $3.65M | Buy |
81,406
+19,656
| +32% | +$889K | 1.54% | 21 |
|
|
2015
Q1 | $2.75M | Sell |
61,750
-4,998
| -7% | -$222K | 1.14% | 31 |
|
|
2014
Q4 | $3.01M | Buy |
66,748
+4,098
| +7% | +$178K | 1.25% | 29 |
|
|
2014
Q3 | $2.62M | Buy |
62,650
+900
| +1% | +$37.7K | 1.13% | 31 |
|
|
2014
Q2 | $2.57M | Sell |
61,750
-500
| -0.8% | -$20.3K | 1.12% | 32 |
|
|
2014
Q1 | $2.54M | Buy |
62,250
+550
| +0.9% | +$22K | 1.16% | 28 |
|
|
2013
Q4 | $2.47M | Sell |
61,700
-2,250
| -4% | -$86.7K | 1.45% | 22 |
|
|
2013
Q3 | $2.34M | Buy |
63,950
+800
| +1% | +$29.6K | 1.45% | 22 |
|
|
2013
Q2 | $2.26M | Buy |
+63,150
| New | +$2.23M | 1.42% | 23 |
|
Other funds holding IYF
PF
PCH
