Prudent Investors Network’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 | $297K | Hold |
2,452
| – | – | 0.08% | 43 |
|
|
2025
Q1 | $277K | Hold |
2,452
| – | – | 0.08% | 44 |
|
|
2024
Q4 | $271K | Sell |
2,452
-735
| -23% | -$81.3K | 0.08% | 44 |
|
|
2024
Q3 | $331K | Sell |
3,187
-203
| -6% | -$21.1K | 0.1% | 37 |
|
|
2024
Q2 | $321K | Sell |
3,390
-73
| -2% | -$6.9K | 0.12% | 34 |
|
|
2024
Q1 | $331K | Buy |
+3,463
| New | +$331K | 0.12% | 32 |
|
|
2023
Q3 | $217K | Buy |
2,908
+172
| +6% | +$12.9K | 0.1% | 35 |
|
|
2023
Q2 | $204K | Buy |
+2,736
| New | +$204K | 0.1% | 34 |
|
|
2023
Q1 | – | Sell |
-5,644
| Closed | -$426K | – | 36 |
|
|
2022
Q4 | $426K | Buy |
5,644
+1,364
| +32% | +$103K | 0.2% | 25 |
|
|
2022
Q3 | $289K | Hold |
4,280
| – | – | 0.15% | 27 |
|
|
2022
Q2 | $300K | Hold |
4,280
| – | – | 0.16% | 26 |
|
|
2022
Q1 | $362K | Buy |
4,280
+269
| +7% | +$22.8K | 0.17% | 28 |
|
|
2021
Q4 | $348K | Hold |
4,011
| – | – | 0.16% | 25 |
|
|
2021
Q3 | $331K | Hold |
4,011
| – | – | 0.17% | 29 |
|
|
2021
Q2 | $325K | Sell |
4,011
-109
| -3% | -$8.83K | 0.16% | 26 |
|
|
2021
Q1 | $308K | Buy |
4,120
+330
| +9% | +$24.7K | 0.17% | 22 |
|
|
2020
Q4 | $253K | Hold |
3,790
| – | – | 0.15% | 22 |
|
|
2020
Q3 | $215K | Sell |
3,790
-3,692
| -49% | -$209K | 0.14% | 23 |
|
|
2020
Q2 | $412K | Hold |
7,482
| – | – | 0.28% | 17 |
|
|
2020
Q1 | $363K | Hold |
7,482
| – | – | 0.28% | 18 |
|
|
2019
Q4 | $515K | Buy |
+7,482
| New | +$515K | 0.46% | 14 |
|