Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $81K | Hold |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $67K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $63K | Hold |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $59K | Hold |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $56K | Hold |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $51K | Hold |
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|
2016
Q3 | $45K | Buy |
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