PFG Advisors’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 | – | Sell |
-2,032
| Closed | -$229K | – | 708 |
|
|
2025
Q1 | $229K | Buy |
2,032
+190
| +10% | +$21.4K | 0.01% | 650 |
|
|
2024
Q4 | $204K | Buy |
+1,842
| New | +$204K | 0.01% | 674 |
|
|
2020
Q1 | – | Sell |
-3,034
| Closed | -$209K | – | 309 |
|
|
2019
Q4 | $209K | Buy |
+3,034
| New | +$209K | 0.05% | 284 |
|
|
2019
Q3 | – | Sell |
-4,760
| Closed | -$309K | – | 313 |
|
|
2019
Q2 | $309K | Sell |
4,760
-2,302
| -33% | -$149K | 0.08% | 242 |
|
|
2019
Q1 | $444K | Sell |
7,062
-742
| -10% | -$46.7K | 0.14% | 190 |
|
|
2018
Q4 | $459K | Sell |
7,804
-622
| -7% | -$36.6K | 0.14% | 184 |
|
|
2018
Q3 | $480K | Sell |
8,426
-1,166
| -12% | -$66.4K | 0.37% | 75 |
|
|
2018
Q2 | $562K | Buy |
9,592
+438
| +5% | +$25.7K | 0.5% | 59 |
|
|
2018
Q1 | $539K | Buy |
9,154
+1,218
| +15% | +$71.7K | 0.51% | 54 |
|
|
2017
Q4 | $474K | Buy |
+7,936
| New | +$474K | 0.5% | 61 |
|