Rockefeller Capital Management’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 | $3.4M | Sell |
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|
2025
Q2 | $3.38M | Sell |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $2.69M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $4.81M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $172K | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $173K | Buy |
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|
2019
Q3 | $142K | Sell |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | $310K | Sell |
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|
2018
Q4 | $4.02M | Buy |
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