Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-602
| Closed | -$50.8K | – | 725 |
|
|
2022
Q1 | $50.8K | Hold |
602
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $52K | Hold |
602
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $50K | Hold |
602
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $49K | Hold |
602
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $45K | Hold |
602
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $40K | Hold |
602
| – | – | 0.01% | 310 |
|
|
2020
Q3 | $34K | Hold |
602
| – | – | 0.01% | 312 |
|
|
2020
Q2 | $33K | Buy |
+602
| New | +$33K | 0.01% | 277 |
|