Smith, Moore & Co’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 | $359K | Hold |
2,967
| – | – | 0.03% | 359 |
|
|
2025
Q1 | $335K | Hold |
2,967
| – | – | 0.03% | 352 |
|
|
2024
Q4 | $328K | Hold |
2,967
| – | – | 0.03% | 356 |
|
|
2024
Q3 | $308K | Hold |
2,967
| – | – | 0.03% | 356 |
|
|
2024
Q2 | $281K | Hold |
2,967
| – | – | 0.03% | 363 |
|
|
2024
Q1 | $284K | Hold |
2,967
| – | – | 0.03% | 351 |
|
|
2023
Q4 | $253K | Hold |
2,967
| – | – | 0.03% | 359 |
|
|
2023
Q3 | $222K | Hold |
2,967
| – | – | 0.03% | 348 |
|
|
2023
Q2 | $221K | Hold |
2,967
| – | – | 0.03% | 362 |
|
|
2023
Q1 | $211K | Hold |
2,967
| – | – | 0.03% | 358 |
|
|
2022
Q4 | $224K | Hold |
2,967
| – | – | 0.03% | 342 |
|
|
2022
Q3 | $200K | Buy |
+2,967
| New | +$200K | 0.03% | 350 |
|
|
2022
Q2 | – | Sell |
-2,767
| Closed | -$234K | – | 410 |
|
|
2022
Q1 | $234K | Hold |
2,767
| – | – | 0.03% | 365 |
|
|
2021
Q4 | $240K | Hold |
2,767
| – | – | 0.03% | 366 |
|
|
2021
Q3 | $228K | Hold |
2,767
| – | – | 0.03% | 360 |
|
|
2021
Q2 | $224K | Buy |
+2,767
| New | +$224K | 0.03% | 360 |
|