Provenance Wealth 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 | $83.5K | Sell |
690
-78
| -10% | -$9.44K | 0.01% | 175 |
|
|
2025
Q1 | $86.7K | Hold |
768
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $84.9K | Hold |
768
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $79.8K | Hold |
768
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $72.6K | Hold |
768
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $73.5K | Hold |
768
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $65.6K | Hold |
768
| – | – | 0.01% | 191 |
|
|
2023
Q3 | $57.4K | Buy |
+768
| New | +$57.4K | 0.01% | 168 |
|