Sowell Financial Services’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
Q3 | $304K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $604K | Buy |
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|
2020
Q4 | $196K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $613K | Buy |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $559K | Buy |
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