Spire Wealth Management’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 | $2.11M | Buy |
17,405
+685
| +4% | +$82.9K | 0.08% | 217 |
|
|
2025
Q1 | $1.89M | Buy |
16,720
+1,461
| +10% | +$165K | 0.06% | 278 |
|
|
2024
Q4 | $1.69M | Buy |
15,259
+14,408
| +1,693% | +$1.59M | 0.05% | 265 |
|
|
2024
Q3 | $88.4K | Buy |
851
+286
| +51% | +$29.7K | ﹤0.01% | 947 |
|
|
2024
Q2 | $53.5K | Buy |
565
+19
| +3% | +$1.8K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $52.2K | Sell |
546
-173
| -24% | -$16.6K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $61.5K | Sell |
719
-59
| -8% | -$5.05K | ﹤0.01% | 1133 |
|
|
2023
Q3 | $58.2K | Sell |
778
-498
| -39% | -$37.2K | ﹤0.01% | 1118 |
|
|
2023
Q2 | $95.2K | Sell |
1,276
-756
| -37% | -$56.4K | ﹤0.01% | 986 |
|
|
2023
Q1 | $145K | Buy |
2,032
+1,770
| +676% | +$126K | 0.01% | 837 |
|
|
2022
Q4 | $20K | Sell |
262
-4,274
| -94% | -$326K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $306K | Sell |
4,536
-1,467
| -24% | -$99K | 0.02% | 433 |
|
|
2022
Q2 | $420K | Buy |
6,003
+4,488
| +296% | +$314K | 0.02% | 523 |
|
|
2022
Q1 | $128K | Sell |
1,515
-13,011
| -90% | -$1.1M | ﹤0.01% | 1081 |
|
|
2021
Q4 | $1.26M | Buy |
14,526
+12,687
| +690% | +$1.1M | 0.03% | 403 |
|
|
2021
Q3 | $152K | Sell |
1,839
-41
| -2% | -$3.39K | ﹤0.01% | 1025 |
|
|
2021
Q2 | $152K | Sell |
1,880
-24,151
| -93% | -$1.95M | ﹤0.01% | 1039 |
|
|
2021
Q1 | $1.95M | Buy |
+26,031
| New | +$1.95M | 0.05% | 287 |
|