Prospera Financial Services’s iShares US Financials ETF IYF Stock Holding History

Prospera Financial Services’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Sell	11,280 -9,707	-46%	-$1.2M	0.02%	617
2025 Q4	$2.71M	Sell	20,987 -12,748	-38%	-$1.59M	0.04%	407
2025 Q3	$4.27M	Sell	33,735 -3,831	-10%	-$474K	0.07%	282
2025 Q2	$4.55M	Sell	37,566 -65,490	-64%	-$7.38M	0.08%	243
2025 Q1	$11.6M	Buy	103,056 +91,641	+803%	+$10.5M	0.27%	87
2024 Q4	$1.26M	Buy	11,415 +9,128	+399%	+$1.02M	0.03%	481
2024 Q3	$238K	Sell	2,287 -47	-2%	-$4.71K	0.01%	1019
2024 Q2	$221K	Sell	2,334 -399	-15%	-$37.4K	0.01%	1040
2024 Q1	$261K	Buy	2,733 +2	+0.1%	+$178	0.01%	949
2023 Q4	$233K	Sell	2,731 -57	-2%	-$4.44K	0.01%	947
2023 Q3	$208K	Sell	2,788 -965	-26%	-$74.4K	0.01%	939
2023 Q2	$280K	Sell	3,753 -453	-11%	-$32.7K	0.01%	828
2023 Q1	$299K	Buy	4,206 +3	+0.1%	+$231	0.01%	784
2022 Q4	$317K	Sell	4,203 -2,107	-33%	-$158K	0.02%	680
2022 Q3	$427K	Buy	6,310 +4,640	+278%	+$342K	0.02%	562
2022 Q2	$117K	Sell	1,670 -19,127	-92%	-$1.46M	0.01%	862
2022 Q1	$1.76M	Sell	20,797 -28,948	-58%	-$2.49M	0.07%	299
2021 Q4	$4.31M	Buy	49,745 +345	+0.7%	+$30K	0.19%	122
2021 Q3	$4.08M	Buy	49,400 +37,298	+308%	+$3.1M	0.2%	119
2021 Q2	$981K	Sell	12,102 -825	-6%	-$66.3K	0.05%	384
2021 Q1	$968K	Buy	12,927 +3,333	+35%	+$237K	0.06%	346
2020 Q4	$640K	Buy	9,594 +6,592	+220%	+$407K	0.04%	371
2020 Q3	$170K	Sell	3,002 -7,502	-71%	-$430K	0.07%	274
2020 Q2	$578K	Buy	10,504 +1,382	+15%	+$73.7K	0.05%	323
2020 Q1	$444K	Sell	9,122 -5,410	-37%	-$342K	0.05%	322
2019 Q4	$1M	Sell	14,532 -38,068	-72%	-$2.53M	0.08%	259
2019 Q3	$3.39M	Buy	52,600 +2,944	+6%	+$187K	0.35%	53
2019 Q2	$3.13M	Buy	+49,656	New	+$3.06M	0.35%	48
2019 Q1	–	Sell	-10,776	Closed	-$576K	–	387
2018 Q4	$576K	Sell	10,776 -38,838	-78%	-$2.23M	0.12%	177
2018 Q3	$2.99M	Sell	49,614 -9,028	-15%	-$553K	0.56%	27
2018 Q2	$3.44M	Sell	58,642 -2,030	-3%	-$121K	0.47%	38
2018 Q1	$3.58M	Buy	60,672 +10,758	+22%	+$653K	0.5%	35
2017 Q4	$2.98M	Sell	49,914 -10,800	-18%	-$627K	0.46%	37
2017 Q3	$3.41M	Sell	60,714 -1,048	-2%	-$57.1K	0.52%	26
2017 Q2	$3.32M	Buy	61,762 +142	+0.2%	+$7.42K	0.53%	29
2017 Q1	$3.2M	Buy	61,620 +17,828	+41%	+$930K	0.58%	33
2016 Q4	$2.23M	Buy	43,792 +24,004	+121%	+$1.15M	0.44%	42
2016 Q3	$891K	Buy	19,788 +9,748	+97%	+$437K	0.18%	106
2016 Q2	$431K	Buy	10,040 +658	+7%	+$28.5K	0.09%	195
2016 Q1	$397K	Buy	+9,382	New	+$381K	0.09%	170
2015 Q3	–	Sell	-105,326	Closed	-$4.73M	–	314
2015 Q2	$4.73M	Buy	+105,326	New	+$4.77M	1.12%	13
2015 Q1	–	Sell	-466,694	Closed	-$21M	–	341
2014 Q4	$21M	Buy	+466,694	New	+$20.3M	5.25%	5