Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $376K | Buy |
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|
2021
Q1 | $205K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $386K | Buy |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $497K | Buy |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $204K | Buy |
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