Prospera Financial Services’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 | $4.55M | Sell |
37,566
-65,490
| -64% | -$7.92M | 0.08% | 243 |
|
|
2025
Q1 | $11.6M | Buy |
103,056
+91,641
| +803% | +$10.3M | 0.27% | 87 |
|
|
2024
Q4 | $1.26M | Buy |
11,415
+9,128
| +399% | +$1.01M | 0.03% | 481 |
|
|
2024
Q3 | $238K | Sell |
2,287
-47
| -2% | -$4.89K | 0.01% | 1019 |
|
|
2024
Q2 | $221K | Sell |
2,334
-399
| -15% | -$37.7K | 0.01% | 1040 |
|
|
2024
Q1 | $261K | Buy |
2,733
+2
| +0.1% | +$191 | 0.01% | 949 |
|
|
2023
Q4 | $233K | Sell |
2,731
-57
| -2% | -$4.87K | 0.01% | 947 |
|
|
2023
Q3 | $208K | Sell |
2,788
-965
| -26% | -$72.1K | 0.01% | 939 |
|
|
2023
Q2 | $280K | Sell |
3,753
-453
| -11% | -$33.8K | 0.01% | 828 |
|
|
2023
Q1 | $299K | Buy |
4,206
+3
| +0.1% | +$213 | 0.01% | 784 |
|
|
2022
Q4 | $317K | Sell |
4,203
-2,107
| -33% | -$159K | 0.02% | 680 |
|
|
2022
Q3 | $427K | Buy |
6,310
+4,640
| +278% | +$314K | 0.02% | 562 |
|
|
2022
Q2 | $117K | Sell |
1,670
-19,127
| -92% | -$1.34M | 0.01% | 862 |
|
|
2022
Q1 | $1.76M | Sell |
20,797
-28,948
| -58% | -$2.45M | 0.07% | 299 |
|
|
2021
Q4 | $4.31M | Buy |
49,745
+345
| +0.7% | +$29.9K | 0.19% | 122 |
|
|
2021
Q3 | $4.08M | Buy |
49,400
+37,298
| +308% | +$3.08M | 0.2% | 119 |
|
|
2021
Q2 | $981K | Sell |
12,102
-825
| -6% | -$66.9K | 0.05% | 384 |
|
|
2021
Q1 | $968K | Buy |
12,927
+3,333
| +35% | +$250K | 0.06% | 346 |
|
|
2020
Q4 | $640K | Buy |
9,594
+6,592
| +220% | +$440K | 0.04% | 371 |
|
|
2020
Q3 | $170K | Sell |
3,002
-7,502
| -71% | -$425K | 0.07% | 274 |
|
|
2020
Q2 | $578K | Buy |
10,504
+1,382
| +15% | +$76K | 0.05% | 323 |
|
|
2020
Q1 | $444K | Sell |
9,122
-5,410
| -37% | -$263K | 0.05% | 322 |
|
|
2019
Q4 | $1M | Sell |
14,532
-38,068
| -72% | -$2.62M | 0.08% | 259 |
|
|
2019
Q3 | $3.39M | Buy |
52,600
+2,944
| +6% | +$190K | 0.35% | 53 |
|
|
2019
Q2 | $3.13M | Buy |
+49,656
| New | +$3.13M | 0.35% | 48 |
|
|
2019
Q1 | – | Sell |
-10,776
| Closed | -$576K | – | 387 |
|
|
2018
Q4 | $576K | Sell |
10,776
-38,838
| -78% | -$2.08M | 0.12% | 177 |
|
|
2018
Q3 | $2.99M | Sell |
49,614
-9,028
| -15% | -$545K | 0.56% | 27 |
|
|
2018
Q2 | $3.44M | Sell |
58,642
-2,030
| -3% | -$119K | 0.47% | 38 |
|
|
2018
Q1 | $3.58M | Buy |
60,672
+10,758
| +22% | +$634K | 0.5% | 35 |
|
|
2017
Q4 | $2.99M | Sell |
49,914
-10,800
| -18% | -$646K | 0.46% | 37 |
|
|
2017
Q3 | $3.41M | Sell |
60,714
-1,048
| -2% | -$58.8K | 0.52% | 26 |
|
|
2017
Q2 | $3.32M | Buy |
61,762
+142
| +0.2% | +$7.64K | 0.53% | 29 |
|
|
2017
Q1 | $3.2M | Buy |
61,620
+17,828
| +41% | +$926K | 0.58% | 33 |
|
|
2016
Q4 | $2.23M | Buy |
43,792
+24,004
| +121% | +$1.22M | 0.44% | 42 |
|
|
2016
Q3 | $891K | Buy |
19,788
+9,748
| +97% | +$439K | 0.18% | 106 |
|
|
2016
Q2 | $431K | Buy |
10,040
+658
| +7% | +$28.2K | 0.09% | 195 |
|
|
2016
Q1 | $397K | Buy |
+9,382
| New | +$397K | 0.09% | 170 |
|
|
2015
Q3 | – | Sell |
-105,326
| Closed | -$4.73M | – | 314 |
|
|
2015
Q2 | $4.73M | Buy |
+105,326
| New | +$4.73M | 1.12% | 13 |
|
|
2015
Q1 | – | Sell |
-466,694
| Closed | -$21M | – | 341 |
|
|
2014
Q4 | $21M | Buy |
+466,694
| New | +$21M | 5.25% | 5 |
|