Sargent Investment Group’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
Q2 | $623K | Hold |
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|
2025
Q1 | $579K | Hold |
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|
2024
Q4 | $561K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $434K | Hold |
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|
2021
Q4 | $445K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $384K | Hold |
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|
2020
Q4 | $343K | Hold |
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|
2020
Q3 | $291K | Hold |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $486K | Hold |
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|
2019
Q4 | $689K | Hold |
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|
2019
Q3 | $644K | Buy |
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