Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29,952
| Closed | -$2.26M | – | 35 |
|
|
2022
Q4 | $2.26M | Sell |
29,952
-6,419
| -18% | -$484K | 1.69% | 18 |
|
|
2022
Q3 | $2.46M | Sell |
36,371
-4,600
| -11% | -$311K | 1.94% | 16 |
|
|
2022
Q2 | $2.87M | Sell |
40,971
-2,753
| -6% | -$193K | 2.19% | 16 |
|
|
2022
Q1 | $3.7M | Buy |
43,724
+6,963
| +19% | +$589K | 2.22% | 15 |
|
|
2021
Q4 | $3.19M | Buy |
36,761
+3,406
| +10% | +$295K | 1.87% | 17 |
|
|
2021
Q3 | $2.75M | Buy |
33,355
+1,836
| +6% | +$152K | 1.79% | 16 |
|
|
2021
Q2 | $2.56M | Buy |
31,519
+4,497
| +17% | +$365K | 1.89% | 16 |
|
|
2021
Q1 | $2.02M | Buy |
27,022
+7,920
| +41% | +$593K | 1.43% | 19 |
|
|
2020
Q4 | $1.28M | Sell |
19,102
-20
| -0.1% | -$1.34K | 0.86% | 25 |
|
|
2020
Q3 | $1.09M | Sell |
19,122
-1,752
| -8% | -$99.4K | 0.78% | 27 |
|
|
2020
Q2 | $1.15M | Sell |
20,874
-1,984
| -9% | -$109K | 0.87% | 24 |
|
|
2020
Q1 | $1.11M | Sell |
22,858
-34,742
| -60% | -$1.69M | 0.98% | 23 |
|
|
2019
Q4 | $3.97M | Buy |
+57,600
| New | +$3.97M | 3.23% | 13 |
|