Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.1M | Sell |
324,033
-94,841
| -23% | -$11.8M | 0.19% | 97 |
|
|
2025
Q4 | $54M | Buy |
418,874
+101,848
| +32% | +$12.7M | 0.3% | 61 |
|
|
2025
Q3 | $40.1M | Buy |
317,026
+290,720
| +1,105% | +$36M | 0.23% | 82 |
|
|
2025
Q2 | $3.18M | Buy |
26,306
+12,134
| +86% | +$1.37M | 0.02% | 558 |
|
|
2025
Q1 | $1.6M | Buy |
14,172
+4,627
| +48% | +$530K | 0.01% | 735 |
|
|
2024
Q4 | $1.06M | Buy |
9,545
+5,369
| +129% | +$598K | 0.01% | 853 |
|
|
2024
Q3 | $434K | Buy |
4,176
+1
| +0% | +$100 | ﹤0.01% | 1166 |
|
|
2024
Q2 | $395K | Sell |
4,175
-32
| -0.8% | -$3K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $402K | Sell |
4,207
-489
| -10% | -$43.6K | ﹤0.01% | 1150 |
|
|
2023
Q4 | $401K | Buy |
4,696
+381
| +9% | +$29.7K | 0.01% | 1093 |
|
|
2023
Q3 | $323K | Sell |
4,315
-884
| -17% | -$68.1K | 0.01% | 1098 |
|
|
2023
Q2 | $388K | Sell |
5,199
-32,415
| -86% | -$2.34M | 0.01% | 1027 |
|
|
2023
Q1 | $2.68M | Sell |
37,614
-4,537
| -11% | -$349K | 0.04% | 388 |
|
|
2022
Q4 | $3.18M | Sell |
42,151
-1,442
| -3% | -$108K | 0.05% | 341 |
|
|
2022
Q3 | $2.94M | Sell |
43,593
-9,723
| -18% | -$716K | 0.06% | 334 |
|
|
2022
Q2 | $3.73M | Sell |
53,316
-973
| -2% | -$74.2K | 0.07% | 291 |
|
|
2022
Q1 | $4.59M | Sell |
54,289
-3,143
| -5% | -$271K | 0.07% | 279 |
|
|
2021
Q4 | $4.98M | Buy |
57,432
+489
| +0.9% | +$42.6K | 0.08% | 265 |
|
|
2021
Q3 | $4.7M | Sell |
56,943
-2,715
| -5% | -$225K | 0.08% | 261 |
|
|
2021
Q2 | $4.83M | Sell |
59,658
-605
| -1% | -$48.6K | 0.08% | 256 |
|
|
2021
Q1 | $4.51M | Buy |
60,263
+19,083
| +46% | +$1.36M | 0.08% | 263 |
|
|
2020
Q4 | $2.75M | Buy |
41,180
+3,076
| +8% | +$190K | 0.06% | 310 |
|
|
2020
Q3 | $2.16M | Sell |
38,104
-9,476
| -20% | -$544K | 0.05% | 304 |
|
|
2020
Q2 | $2.62M | Buy |
47,580
+29,542
| +164% | +$1.58M | 0.07% | 254 |
|
|
2020
Q1 | $877K | Buy |
18,038
+2,866
| +19% | +$181K | 0.03% | 416 |
|
|
2019
Q4 | $1.04M | Buy |
15,172
+2,132
| +16% | +$141K | 0.03% | 448 |
|
|
2019
Q3 | $839K | Buy |
13,040
+1,684
| +15% | +$107K | 0.03% | 456 |
|
|
2019
Q2 | $713K | Buy |
11,356
+5,162
| +83% | +$318K | 0.03% | 467 |
|
|
2019
Q1 | $365K | Sell |
6,194
-6,354
| -51% | -$369K | 0.02% | 589 |
|
|
2018
Q4 | $667K | Buy |
12,548
+642
| +5% | +$36.8K | 0.03% | 420 |
|
|
2018
Q3 | $723K | Sell |
11,906
-194
| -2% | -$11.9K | 0.03% | 424 |
|
|
2018
Q2 | $709K | Sell |
12,100
-266
| -2% | -$15.8K | 0.04% | 380 |
|
|
2018
Q1 | $728K | Sell |
12,366
-1,506
| -11% | -$91.4K | 0.05% | 330 |
|
|
2017
Q4 | $828K | Buy |
13,872
+458
| +3% | +$26.6K | 0.06% | 266 |
|
|
2017
Q3 | $752K | Sell |
13,414
-82
| -0.6% | -$4.47K | 0.08% | 227 |
|
|
2017
Q2 | $725K | Buy |
13,496
+3,864
| +40% | +$202K | 0.08% | 220 |
|
|
2017
Q1 | $501K | Buy |
+9,632
| New | +$503K | 0.08% | 197 |
|
Other funds holding IYF
PF
PCH
