SOA Wealth Advisors’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
Q2 | $505K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $280K | Buy |
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