Savant Capital’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
$469K Sell
3,880
-683
-15% -$82.6K ﹤0.01% 1120
2025
Q1
$515K Sell
4,563
-66
-1% -$7.45K ﹤0.01% 965
2024
Q4
$512K Sell
4,629
-93
-2% -$10.3K ﹤0.01% 874
2024
Q3
$491K Sell
4,722
-474
-9% -$49.2K ﹤0.01% 874
2024
Q2
$491K Sell
5,196
-7
-0.1% -$662 ﹤0.01% 798
2024
Q1
$498K Buy
5,203
+14
+0.3% +$1.34K 0.01% 728
2023
Q4
$443K Sell
5,189
-2
-0% -$171 0.01% 595
2023
Q3
$388K Sell
5,191
-43
-0.8% -$3.21K 0.01% 586
2023
Q2
$391K Sell
5,234
-42
-0.8% -$3.13K 0.01% 575
2023
Q1
$375K Buy
+5,276
New +$375K 0.01% 537