Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $346K | Hold |
2,940
| – | – | 0.02% | 502 |
|
|
2025
Q4 | $379K | Hold |
2,940
| – | – | 0.02% | 469 |
|
|
2025
Q3 | $372K | Buy |
2,940
+300
| +11% | +$37.1K | 0.02% | 431 |
|
|
2025
Q2 | $319K | Hold |
2,640
| – | – | 0.02% | 414 |
|
|
2025
Q1 | $298K | Hold |
2,640
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $292K | Hold |
2,640
| – | – | 0.02% | 407 |
|
|
2024
Q3 | $274K | Hold |
2,640
| – | – | 0.02% | 465 |
|
|
2024
Q2 | $250K | Hold |
2,640
| – | – | 0.02% | 499 |
|
|
2024
Q1 | $253K | Sell |
2,640
-120
| -4% | -$10.7K | 0.02% | 497 |
|
|
2023
Q4 | $236K | Hold |
2,760
| – | – | 0.02% | 471 |
|
|
2023
Q3 | $206K | Hold |
2,760
| – | – | 0.02% | 463 |
|
|
2023
Q2 | $206K | Buy |
+2,760
| New | +$199K | 0.02% | 474 |
|
|
2023
Q1 | – | Sell |
-2,760
| Closed | -$208K | – | 536 |
|
|
2022
Q4 | $208K | Buy |
+2,760
| New | +$207K | 0.02% | 447 |
|
|
2022
Q2 | – | Sell |
-2,760
| Closed | -$233K | – | 529 |
|
|
2022
Q1 | $233K | Hold |
2,760
| – | – | 0.02% | 468 |
|
|
2021
Q4 | $239K | Sell |
2,760
-100
| -3% | -$8.71K | 0.02% | 483 |
|
|
2021
Q3 | $236K | Hold |
2,860
| – | – | 0.02% | 472 |
|
|
2021
Q2 | $232K | Buy |
+2,860
| New | +$230K | 0.02% | 483 |
|
|
2021
Q1 | – | Sell |
-3,060
| Closed | -$204K | – | 238 |
|
|
2020
Q4 | $204K | Buy |
+3,060
| New | +$189K | 0.02% | 447 |
|
|
2020
Q3 | – | Sell |
-4,260
| Closed | -$235K | – | 136 |
|
|
2020
Q2 | $235K | Buy |
+4,260
| New | +$227K | 0.04% | 282 |
|
|
2020
Q1 | – | Sell |
-4,188
| Closed | -$288K | – | 176 |
|
|
2019
Q4 | $288K | Buy |
4,188
+442
| +12% | +$29.3K | 0.05% | 266 |
|
|
2019
Q3 | $241K | Hold |
3,746
| – | – | 0.05% | 274 |
|
|
2019
Q2 | $235K | Buy |
3,746
+2
| +0.1% | +$123 | 0.05% | 282 |
|
|
2019
Q1 | $221K | Sell |
3,744
-48
| -1% | -$2.79K | 0.05% | 281 |
|
|
2018
Q4 | $202K | Sell |
3,792
-964
| -20% | -$55.2K | 0.04% | 308 |
|
|
2018
Q3 | $289K | Buy |
4,756
+626
| +15% | +$38.3K | 0.06% | 246 |
|
|
2018
Q2 | $242K | Sell |
4,130
-284
| -6% | -$16.9K | 0.07% | 231 |
|
|
2018
Q1 | $260K | Buy |
4,414
+266
| +6% | +$16.1K | 0.06% | 250 |
|
|
2017
Q4 | $248K | Sell |
4,148
-22
| -0.5% | -$1.28K | 0.06% | 243 |
|
|
2017
Q3 | $234K | Sell |
4,170
-184
| -4% | -$10K | 0.05% | 246 |
|
|
2017
Q2 | $234K | Sell |
4,354
-20
| -0.5% | -$1.05K | 0.06% | 234 |
|
|
2017
Q1 | $228K | Buy |
+4,374
| New | +$228K | 0.06% | 237 |
|
|
2015
Q4 | – | Sell |
-1,852
| Closed | -$77K | – | 587 |
|
|
2015
Q3 | $77K | Hold |
1,852
| – | – | 0.02% | 383 |
|
|
2015
Q2 | $83K | Sell |
1,852
-194
| -9% | -$8.78K | 0.02% | 364 |
|
|
2015
Q1 | $91K | Sell |
2,046
-16
| -0.8% | -$711 | 0.02% | 351 |
|
|
2014
Q4 | $93K | Buy |
2,062
+140
| +7% | +$6.09K | 0.02% | 320 |
|
|
2014
Q3 | $80K | Hold |
1,922
| – | – | 0.02% | 336 |
|
|
2014
Q2 | $80K | Sell |
1,922
-604
| -24% | -$24.5K | 0.03% | 313 |
|
|
2014
Q1 | $103K | Sell |
2,526
-706
| -22% | -$28.2K | 0.04% | 260 |
|
|
2013
Q4 | $130K | Buy |
3,232
+2,662
| +467% | +$103K | 0.07% | 183 |
|
|
2013
Q3 | $21K | Buy |
570
+400
| +235% | +$14.8K | 0.01% | 466 |
|
|
2013
Q2 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 671 |
|
Other funds holding IYF
PF
PCH
