SWA
SOA Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
4,176
+14
| +0.3% | +$1.69K | 0.09% | 119 |
|
|
2025
Q1 | $470K | Buy |
4,162
+13
| +0.3% | +$1.47K | 0.1% | 116 |
|
|
2024
Q4 | $459K | Buy |
4,149
+39
| +0.9% | +$4.31K | 0.08% | 117 |
|
|
2024
Q3 | $427K | Sell |
4,110
-19
| -0.5% | -$1.97K | 0.08% | 121 |
|
|
2024
Q2 | $390K | Buy |
4,129
+14
| +0.3% | +$1.32K | 0.08% | 122 |
|
|
2024
Q1 | $394K | Buy |
4,115
+13
| +0.3% | +$1.24K | 0.08% | 123 |
|
|
2023
Q4 | $350K | Buy |
4,102
+41
| +1% | +$3.5K | 0.08% | 124 |
|
|
2023
Q3 | $304K | Hold |
4,061
| – | – | 0.08% | 132 |
|
|
2023
Q2 | $303K | Buy |
4,061
+16
| +0.4% | +$1.19K | 0.07% | 132 |
|
|
2023
Q1 | $288K | Buy |
4,045
+19
| +0.5% | +$1.35K | 0.07% | 127 |
|
|
2022
Q4 | $304K | Buy |
4,026
+42
| +1% | +$3.17K | 0.08% | 116 |
|
|
2022
Q3 | $269K | Sell |
3,984
-426
| -10% | -$28.8K | 0.08% | 121 |
|
|
2022
Q2 | $308K | Sell |
4,410
-28
| -0.6% | -$1.96K | 0.09% | 114 |
|
|
2022
Q1 | $375K | Buy |
4,438
+18
| +0.4% | +$1.52K | 0.09% | 114 |
|
|
2021
Q4 | $383K | Buy |
4,420
+33
| +0.8% | +$2.86K | 0.09% | 112 |
|
|
2021
Q3 | $362K | Buy |
4,387
+270
| +7% | +$22.3K | 0.09% | 120 |
|
|
2021
Q2 | $333K | Buy |
4,117
+104
| +3% | +$8.41K | 0.09% | 125 |
|
|
2021
Q1 | $300K | Hold |
4,013
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $280K | Buy |
+4,013
| New | +$280K | 0.08% | 121 |
|