Robertson Stephens Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
6,315
-448
| -7% | -$54.2K | 0.02% | 294 |
|
|
2025
Q1 | $763K | Sell |
6,763
-903
| -12% | -$102K | 0.03% | 297 |
|
|
2024
Q4 | $848K | Sell |
7,666
-5,899
| -43% | -$652K | 0.03% | 273 |
|
|
2024
Q3 | $1.41M | Sell |
13,565
-1,641
| -11% | -$171K | 0.05% | 241 |
|
|
2024
Q2 | $1.44M | Buy |
15,206
+192
| +1% | +$18.2K | 0.07% | 179 |
|
|
2024
Q1 | $1.44M | Buy |
+15,014
| New | +$1.44M | 0.08% | 185 |
|