Retirement 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $3.06K | Hold |
32
| – | – | ﹤0.01% | 616 |
|
2023
Q4 | $2.73K | Hold |
32
| – | – | ﹤0.01% | 604 |
|
2023
Q3 | $2.39K | Hold |
32
| – | – | ﹤0.01% | 562 |
|
2023
Q2 | $2.39K | Hold |
32
| – | – | ﹤0.01% | 602 |
|
2023
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 591 |
|
2022
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 529 |
|
2022
Q3 | – | Sell |
-32
| Closed | -$2K | – | 655 |
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 625 |
|
2022
Q1 | $3K | Sell |
32
-16
| -33% | -$1.5K | ﹤0.01% | 589 |
|
2021
Q4 | $4K | Hold |
48
| – | – | ﹤0.01% | 547 |
|
2021
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 471 |
|
2021
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 517 |
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 581 |
|
2020
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 552 |
|
2020
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 536 |
|
2020
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 504 |
|
2019
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 492 |
|