SAM
Smartleaf Asset Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
14,631
+3,605
| +33% | +$433K | 0.15% | 143 |
|
|
2025
Q1 | $1.23M | Buy |
11,026
+10,869
| +6,923% | +$1.21M | 0.12% | 188 |
|
|
2024
Q4 | $17.4K | Sell |
157
-11,019
| -99% | -$1.22M | ﹤0.01% | 1726 |
|
|
2024
Q3 | $1.16M | Buy |
11,176
+10,999
| +6,214% | +$1.14M | 0.14% | 166 |
|
|
2024
Q2 | $16.6K | Sell |
177
-12,125
| -99% | -$1.14M | ﹤0.01% | 1124 |
|
|
2024
Q1 | $1.17M | Sell |
12,302
-4,396
| -26% | -$418K | 0.23% | 107 |
|
|
2023
Q4 | $1.43M | Buy |
+16,698
| New | +$1.43M | 0.38% | 65 |
|