Prime Capital Investment 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 | $1M | Sell |
8,279
-1,348
| -14% | -$163K | 0.01% | 469 |
|
|
2025
Q1 | $1.09M | Buy |
9,627
+1,636
| +20% | +$185K | 0.01% | 483 |
|
|
2024
Q4 | $884K | Hold |
7,991
| – | – | 0.01% | 448 |
|
|
2024
Q3 | $830K | Hold |
7,991
| – | – | 0.01% | 477 |
|
|
2024
Q2 | $756K | Buy |
7,991
+157
| +2% | +$14.8K | 0.01% | 486 |
|
|
2024
Q1 | $749K | Sell |
7,834
-1,430
| -15% | -$137K | 0.01% | 518 |
|
|
2023
Q4 | $791K | Buy |
9,264
+2,129
| +30% | +$182K | 0.01% | 474 |
|
|
2023
Q3 | $533K | Buy |
7,135
+1,393
| +24% | +$104K | 0.01% | 459 |
|
|
2023
Q2 | $428K | Buy |
5,742
+1,392
| +32% | +$104K | 0.01% | 512 |
|
|
2023
Q1 | $309K | Buy |
+4,350
| New | +$309K | 0.01% | 425 |
|