Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.2K | Sell |
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|
2025
Q2 | $44K | Buy |
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|
2025
Q1 | $25.6K | Buy |
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|
2024
Q4 | $22.7K | Sell |
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|
2024
Q3 | $32K | Sell |
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|
2024
Q2 | $38K | Buy |
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|
2024
Q1 | $38.3K | Buy |
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|
2023
Q4 | $34.1K | Sell |
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|
2023
Q3 | $44.4K | Hold |
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|
2023
Q2 | $44.3K | Buy |
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|
2023
Q1 | $42.1K | Buy |
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|
2022
Q4 | $44.4K | Buy |
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|
2022
Q3 | $40K | Sell |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q4 | $58.2K | Buy |
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