Private Trust Company’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.1K | Sell |
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|
2025
Q2 | $85.3K | Buy |
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|
2025
Q1 | $38.5K | Buy |
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|
2024
Q4 | $33.3K | Buy |
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|
2024
Q3 | $20.8K | Hold |
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|
2024
Q2 | $18.9K | Hold |
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|
2024
Q1 | $19.1K | Hold |
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|
2023
Q4 | $17.1K | Hold |
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|
2023
Q3 | $15K | Buy |
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|
2023
Q2 | $522 | Sell |
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|
2023
Q1 | $4.84K | Sell |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Buy |
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