Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Hold |
3,895
| – | – | 0.06% | 213 |
|
|
2023
Q2 | $291K | Hold |
3,895
| – | – | 0.05% | 228 |
|
|
2023
Q1 | $277K | Hold |
3,895
| – | – | 0.05% | 232 |
|
|
2022
Q4 | $294K | Hold |
3,895
| – | – | 0.05% | 222 |
|
|
2022
Q3 | $263K | Hold |
3,895
| – | – | 0.06% | 210 |
|
|
2022
Q2 | $273K | Hold |
3,895
| – | – | 0.06% | 224 |
|
|
2022
Q1 | $329K | Hold |
3,895
| – | – | 0.06% | 234 |
|
|
2021
Q4 | $338K | Hold |
3,895
| – | – | 0.06% | 209 |
|
|
2021
Q3 | $322K | Hold |
3,895
| – | – | 0.05% | 217 |
|
|
2021
Q2 | $316K | Hold |
3,895
| – | – | 0.05% | 219 |
|
|
2021
Q1 | $315K | Hold |
3,895
| – | – | 0.06% | 202 |
|
|
2020
Q4 | $260K | Buy |
+3,895
| New | +$260K | 0.04% | 204 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$4K | – | 520 |
|
|
2018
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 501 |
|
|
2018
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 502 |
|