Sound Income Strategies’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 | $40.2K | Buy |
332
+27
| +9% | +$3.27K | ﹤0.01% | 576 |
|
|
2025
Q1 | $34.4K | Buy |
+305
| New | +$34.4K | ﹤0.01% | 595 |
|
|
2024
Q3 | – | Sell |
-972
| Closed | -$91.9K | – | 1455 |
|
|
2024
Q2 | $91.9K | Buy |
+972
| New | +$91.9K | 0.01% | 345 |
|
|
2024
Q1 | – | Sell |
-73
| Closed | -$6.24K | – | 1398 |
|
|
2023
Q4 | $6.24K | Buy |
+73
| New | +$6.24K | ﹤0.01% | 840 |
|
|
2020
Q1 | – | Sell |
-42
| Closed | -$3K | – | 812 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 533 |
|
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 501 |
|
|
2019
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 511 |
|
|
2019
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 551 |
|
|
2018
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 538 |
|