Rehmann Capital Advisory Group’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 | $396K | Sell |
3,274
-85
| -3% | -$10.3K | 0.02% | 405 |
|
|
2025
Q1 | $379K | Buy |
3,359
+46
| +1% | +$5.19K | 0.02% | 424 |
|
|
2024
Q4 | $366K | Buy |
3,313
+620
| +23% | +$68.6K | 0.02% | 422 |
|
|
2024
Q3 | $280K | Buy |
2,693
+7
| +0.3% | +$728 | 0.02% | 489 |
|
|
2024
Q2 | $254K | Sell |
2,686
-39
| -1% | -$3.69K | 0.02% | 493 |
|
|
2024
Q1 | $261K | Buy |
2,725
+7
| +0.3% | +$670 | 0.02% | 489 |
|
|
2023
Q4 | $232K | Buy |
2,718
+21
| +0.8% | +$1.79K | 0.02% | 497 |
|
|
2023
Q3 | $202K | Sell |
2,697
-66
| -2% | -$4.93K | 0.02% | 495 |
|
|
2023
Q2 | $206K | Buy |
+2,763
| New | +$206K | 0.02% | 511 |
|
|
2023
Q1 | – | Sell |
-2,780
| Closed | -$210K | – | 561 |
|
|
2022
Q4 | $210K | Buy |
+2,780
| New | +$210K | 0.02% | 508 |
|
|
2022
Q2 | – | Sell |
-2,750
| Closed | -$232K | – | 529 |
|
|
2022
Q1 | $232K | Buy |
+2,750
| New | +$232K | 0.02% | 469 |
|
|
2019
Q3 | – | Sell |
-3,146
| Closed | -$198K | – | 1928 |
|
|
2019
Q2 | $198K | Buy |
3,146
+790
| +34% | +$49.6K | 0.02% | 438 |
|
|
2019
Q1 | $139K | Buy |
2,356
+1,566
| +198% | +$92.5K | 0.02% | 500 |
|
|
2018
Q4 | $42K | Buy |
790
+696
| +740% | +$37K | 0.01% | 636 |
|
|
2018
Q3 | $5.76K | Hold |
94
| – | – | ﹤0.01% | 1527 |
|
|
2018
Q2 | $5.53K | Hold |
94
| – | – | ﹤0.01% | 1516 |
|
|
2018
Q1 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 1465 |
|