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 |
|