Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $260K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Buy |
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