Principal Securities’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 | $147K | Sell |
1,219
-147
| -11% | -$17.8K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $151K | Hold |
1,366
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q4 | $151K | Buy |
1,366
+152
| +13% | +$16.8K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $126K | Buy |
1,214
+119
| +11% | +$12.4K | ﹤0.01% | 1297 |
|
|
2024
Q2 | $104K | Buy |
1,095
+370
| +51% | +$35K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $69.3K | Sell |
725
-7
| -1% | -$670 | ﹤0.01% | 1424 |
|
|
2023
Q4 | $62.5K | Buy |
+732
| New | +$62.5K | ﹤0.01% | 1388 |
|