Rollins Financial 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 | $452K | Sell |
3,737
-200
| -5% | -$24.2K | 0.07% | 85 |
|
|
2025
Q1 | $444K | Hold |
3,937
| – | – | 0.08% | 85 |
|
|
2024
Q4 | $435K | Sell |
3,937
-350
| -8% | -$38.7K | 0.07% | 88 |
|
|
2024
Q3 | $445K | Buy |
4,287
+2
| +0% | +$208 | 0.07% | 85 |
|
|
2024
Q2 | $405K | Sell |
4,285
-300
| -7% | -$28.4K | 0.07% | 85 |
|
|
2024
Q1 | $439K | Hold |
4,585
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $392K | Buy |
+4,585
| New | +$392K | 0.08% | 75 |
|