SeaCrest Wealth Management’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 | $279K | Sell |
2,309
-89
| -4% | -$10.8K | 0.03% | 475 |
|
|
2025
Q1 | $271K | Buy |
2,398
+217
| +10% | +$24.5K | 0.03% | 517 |
|
|
2024
Q4 | $241K | Sell |
2,181
-1
| -0% | -$111 | 0.03% | 563 |
|
|
2024
Q3 | $227K | Buy |
2,182
+1
| +0% | +$104 | 0.02% | 579 |
|
|
2024
Q2 | $206K | Hold |
2,181
| – | – | 0.02% | 572 |
|
|
2024
Q1 | $209K | Buy |
+2,181
| New | +$209K | 0.03% | 556 |
|