Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.4K | Hold |
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|
2025
Q2 | $49.1K | Hold |
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|
2025
Q1 | $45.8K | Hold |
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|
2024
Q4 | $45.3K | Sell |
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|
2024
Q3 | $58.2K | Sell |
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|
2024
Q2 | $88.3K | Buy |
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|
2024
Q1 | $74.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $75.3K | Sell |
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|
2023
Q2 | $93.9K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $382K | Sell |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $523K | Sell |
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|
2020
Q1 | $582K | Buy |
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|
2019
Q4 | $462K | Sell |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $587K | Buy |
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|
2019
Q1 | $96K | Buy |
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