Sharp Financial Services’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
Q1 | – | Sell |
-49,815
| Closed | -$5.51M | – | 96 |
|
|
2024
Q4 | $5.51M | Buy |
49,815
+1,130
| +2% | +$125K | 4.18% | 5 |
|
|
2024
Q3 | $5.06M | Buy |
48,685
+2,419
| +5% | +$251K | 3.9% | 9 |
|
|
2024
Q2 | $4.38M | Buy |
46,266
+2,148
| +5% | +$203K | 3.75% | 9 |
|
|
2024
Q1 | $4.22M | Buy |
44,118
+5,026
| +13% | +$481K | 3.92% | 6 |
|
|
2023
Q4 | $3.34M | Buy |
+39,092
| New | +$3.34M | 3.62% | 8 |
|