Smith, Moore & Co’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Hold |
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|
2025
Q2 | $359K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $224K | Buy |
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