Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Buy |
364
+137
| +60% | +$16.6K | 0.02% | 264 |
|
|
2025
Q1 | $25.6K | Buy |
227
+22
| +11% | +$2.48K | 0.01% | 380 |
|
|
2024
Q4 | $22.7K | Sell |
205
-103
| -33% | -$11.4K | 0.01% | 570 |
|
|
2024
Q3 | $32K | Sell |
308
-94
| -23% | -$9.76K | 0.02% | 386 |
|
|
2024
Q2 | $38K | Buy |
402
+2
| +0.5% | +$189 | 0.02% | 293 |
|
|
2024
Q1 | $38.3K | Buy |
400
+1
| +0.3% | +$96 | 0.02% | 291 |
|
|
2023
Q4 | $34.1K | Sell |
399
-195
| -33% | -$16.7K | 0.02% | 204 |
|
|
2023
Q3 | $44.4K | Hold |
594
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $44.3K | Buy |
594
+2
| +0.3% | +$149 | 0.03% | 157 |
|
|
2023
Q1 | $42.1K | Buy |
592
+3
| +0.5% | +$213 | 0.03% | 169 |
|
|
2022
Q4 | $44.4K | Buy |
589
+3
| +0.5% | +$226 | 0.04% | 164 |
|
|
2022
Q3 | $40K | Sell |
586
-91
| -13% | -$6.21K | 0.03% | 172 |
|
|
2022
Q2 | $47K | Buy |
677
+3
| +0.4% | +$208 | 0.05% | 144 |
|
|
2022
Q1 | $57K | Buy |
674
+3
| +0.4% | +$254 | 0.05% | 138 |
|
|
2021
Q4 | $58.2K | Buy |
+671
| New | +$58.2K | 0.06% | 134 |
|