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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $228K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $83K | Sell |
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|
2015
Q1 | $91K | Sell |
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|
2014
Q4 | $93K | Buy |
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|
2014
Q3 | $80K | Hold |
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|
2014
Q2 | $80K | Sell |
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|
2014
Q1 | $103K | Sell |
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|
2013
Q4 | $130K | Buy |
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|
2013
Q3 | $21K | Buy |
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|
2013
Q2 | $6K | Buy |
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