Sowell Financial Services’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 | $275K | Sell |
2,274
-217
| -9% | -$26.3K | 0.01% | 823 |
|
|
2025
Q1 | $281K | Buy |
+2,491
| New | +$281K | 0.01% | 794 |
|
|
2021
Q2 | – | Sell |
-7,402
| Closed | -$604K | – | 1644 |
|
|
2021
Q1 | $604K | Buy |
7,402
+4,460
| +152% | +$364K | 0.02% | 577 |
|
|
2020
Q4 | $196K | Sell |
2,942
-1,292
| -31% | -$86.1K | 0.01% | 857 |
|
|
2020
Q3 | $240K | Sell |
4,234
-250
| -6% | -$14.2K | 0.01% | 675 |
|
|
2020
Q2 | $247K | Sell |
4,484
-25,248
| -85% | -$1.39M | 0.01% | 649 |
|
|
2020
Q1 | $1.45M | Sell |
29,732
-16,074
| -35% | -$782K | 0.11% | 193 |
|
|
2019
Q4 | $3.16M | Buy |
45,806
+36,284
| +381% | +$2.5M | 0.24% | 87 |
|
|
2019
Q3 | $613K | Buy |
+9,522
| New | +$613K | 0.05% | 351 |
|
|
2019
Q1 | $597K | Sell |
10,104
-412
| -4% | -$24.3K | 0.07% | 285 |
|
|
2018
Q4 | $559K | Buy |
+10,516
| New | +$559K | 0.08% | 251 |
|