Retirement Planning Group (Kansas)’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 | $352K | Sell |
2,909
-2,396
| -45% | -$290K | 0.02% | 241 |
|
|
2025
Q1 | $599K | Buy |
5,305
+2,102
| +66% | +$237K | 0.03% | 185 |
|
|
2024
Q4 | $354K | Buy |
3,203
+242
| +8% | +$26.8K | 0.02% | 216 |
|
|
2024
Q3 | $308K | Buy |
2,961
+348
| +13% | +$36.2K | 0.02% | 224 |
|
|
2024
Q2 | $247K | Buy |
2,613
+32
| +1% | +$3.03K | 0.02% | 216 |
|
|
2024
Q1 | $247K | Buy |
+2,581
| New | +$247K | 0.02% | 199 |
|