Phoenix Financial’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 | $145M | Hold |
1,196,572
| – | – | 1.91% | 16 |
|
|
2025
Q1 | $135M | Hold |
1,196,572
| – | – | 2.07% | 15 |
|
|
2024
Q4 | $132M | Hold |
1,196,572
| – | – | 1.8% | 17 |
|
|
2024
Q3 | $124M | Hold |
1,196,572
| – | – | 1.84% | 15 |
|
|
2024
Q2 | $113M | Sell |
1,196,572
-57,428
| -5% | -$5.43M | 1.72% | 15 |
|
|
2024
Q1 | $120M | Buy |
+1,254,000
| New | +$120M | 1.66% | 13 |
|