Spire Wealth Management’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 | $2.34M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $88.4K | Buy |
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|
2024
Q2 | $53.5K | Buy |
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|
2024
Q1 | $52.2K | Sell |
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|
2023
Q4 | $61.5K | Sell |
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|
2023
Q3 | $58.2K | Sell |
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|
2023
Q2 | $95.2K | Sell |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $152K | Sell |
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|
2021
Q2 | $152K | Sell |
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|
2021
Q1 | $1.95M | Buy |
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