RWA Wealth Partners’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 | $471K | Hold |
3,895
| – | – | 0.01% | 433 |
|
|
2025
Q1 | $440K | Hold |
3,895
| – | – | 0.01% | 424 |
|
|
2024
Q4 | $431K | Hold |
3,895
| – | – | 0.01% | 429 |
|
|
2024
Q3 | $405K | Hold |
3,895
| – | – | 0.01% | 432 |
|
|
2024
Q2 | $368K | Hold |
3,895
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $373K | Hold |
3,895
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $333K | Buy |
+3,895
| New | +$333K | ﹤0.01% | 426 |
|
|
2018
Q3 | – | Sell |
-1,996
| Closed | -$117K | – | 479 |
|
|
2018
Q2 | $117K | Hold |
1,996
| – | – | 0.01% | 297 |
|
|
2018
Q1 | $118K | Buy |
+1,996
| New | +$118K | 0.02% | 247 |
|