Pinkerton Retirement Specialists’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 | $34.2M | Buy |
+283,035
| New | +$34.2M | 4.09% | 6 |
|
|
2025
Q1 | – | Sell |
-104,857
| Closed | -$11.6M | – | 125 |
|
|
2024
Q4 | $11.6M | Buy |
104,857
+13,411
| +15% | +$1.48M | 1.68% | 13 |
|
|
2024
Q3 | $9.5M | Sell |
91,446
-2,725
| -3% | -$283K | 1.38% | 17 |
|
|
2024
Q2 | $8.91M | Buy |
94,171
+21,157
| +29% | +$2M | 1.37% | 14 |
|
|
2024
Q1 | $6.98M | Buy |
73,014
+15,488
| +27% | +$1.48M | 1.12% | 16 |
|
|
2023
Q4 | $4.91M | Buy |
+57,526
| New | +$4.91M | 0.95% | 16 |
|
|
2023
Q3 | – | Sell |
-18,425
| Closed | -$1.37M | – | 151 |
|
|
2023
Q2 | $1.37M | Buy |
+18,425
| New | +$1.37M | 0.27% | 81 |
|