Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $87K | Hold |
1,000
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $83K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $81K | Hold |
1,000
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $75K | Hold |
1,000
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $67K | Hold |
1,000
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $57K | Hold |
1,000
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $55K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $49K | Hold |
1,000
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $69K | Hold |
1,000
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $64K | Hold |
1,000
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $63K | Hold |
1,000
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $53K | Sell |
1,000
-400
| -29% | -$21.2K | 0.01% | 323 |
|
|
2018
Q3 | $85K | Buy |
1,400
+400
| +40% | +$24.3K | 0.01% | 266 |
|
|
2018
Q2 | $59K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $60K | Hold |
1,000
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $56K | Hold |
1,000
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $54K | Hold |
1,000
| – | – | 0.01% | 294 |
|
|
2017
Q1 | $52K | Hold |
1,000
| – | – | 0.01% | 285 |
|
|
2016
Q4 | $51K | Hold |
1,000
| – | – | 0.01% | 274 |
|
|
2016
Q3 | $45K | Buy |
+1,000
| New | +$45K | 0.01% | 281 |
|