Spruce Investment Advisors’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
2017
Q4
Sell
-194
Closed -$11K 24
2017
Q3
$11K Hold
194
0.02% 30
2017
Q2
$10K Hold
194
0.02% 35
2017
Q1
$10K Buy
194
+90
+87% +$4.64K 0.01% 44
2016
Q4
$5K Buy
+104
New +$5K ﹤0.01% 37