Somerset Group’s iShares US Financials ETF IYF Stock Holding History

Somerset Group’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.99M	Buy
2025 Q1	$2.7M	Buy
2024 Q4	$2.53M	Sell
2024 Q3	$2.39M	Sell
2024 Q2	$2.17M	Buy
2024 Q1	$2.19M	Sell
2023 Q4	$2.44M	Buy
2023 Q3	$2.14M	Sell
2023 Q2	$2.39M	Sell
2023 Q1	$2.31M	Sell
2022 Q4	$2.47M	Sell
2022 Q3	$2.23M	Sell
2022 Q2	$2.31M	Sell
2022 Q1	$2.79M	Sell
2021 Q4	$2.9M	Sell
2021 Q3	$2.84M	Sell
2021 Q2	$2.82M	Buy
2021 Q1	$2.59M	Hold
2020 Q4	$2.31M	Sell
2020 Q3	$2M	Sell
2020 Q2	$1.96M	Sell
2020 Q1	$1.76M	Sell
2019 Q4	$2.5M	Sell
2019 Q3	$2.51M	Sell
2019 Q2	$2.61M	Sell
2019 Q1	$2.48M	Sell
2018 Q4	$2.23M	Sell
2018 Q3	$2.61M	Hold
2018 Q2	$2.52M	Buy
2018 Q1	$2.5M	Sell
2017 Q4	$2.63M	Buy
2017 Q3	$2.33M	Sell
2017 Q2	$2.23M	Sell
2017 Q1	$2.17M	Buy
2016 Q4	$2.07M	Sell
2016 Q3	$1.88M	Hold
2016 Q2	$1.8M	Sell
2016 Q1	$1.78M	Sell
2015 Q4	$2.04M	Buy
2015 Q3	$1.77M	Sell
2015 Q2	$1.99M	Sell
2015 Q1	$2.02M	Sell
2014 Q4	$2.13M	Sell
2014 Q3	$2.04M	Hold
2014 Q2	$2.02M	Sell
2014 Q1	$2.17M	Sell
2013 Q4	$2.67M	Sell
2013 Q3	$2.83M	Buy
2013 Q2	$2.65M	Buy