Stifel Financial’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 | $9.81M | Sell |
83,368
-115,534
| -58% | -$14.3M | 0.01% | 974 |
|
|
2025
Q4 | $25.6M | Buy |
198,902
+86,052
| +76% | +$10.8M | 0.02% | 552 |
|
|
2025
Q3 | $14.3M | Buy |
112,850
+17,369
| +18% | +$2.15M | 0.01% | 779 |
|
|
2025
Q2 | $11.6M | Buy |
95,481
+24,884
| +35% | +$2.8M | 0.01% | 816 |
|
|
2025
Q1 | $7.97M | Sell |
70,597
-26,475
| -27% | -$3.03M | 0.01% | 954 |
|
|
2024
Q4 | $10.7M | Buy |
97,072
+3,552
| +4% | +$396K | 0.01% | 822 |
|
|
2024
Q3 | $9.72M | Buy |
93,520
+2,040
| +2% | +$205K | 0.01% | 864 |
|
|
2024
Q2 | $8.65M | Buy |
91,480
+1,107
| +1% | +$104K | 0.01% | 869 |
|
|
2024
Q1 | $8.64M | Buy |
90,373
+10,145
| +13% | +$904K | 0.01% | 872 |
|
|
2023
Q4 | $6.85M | Sell |
80,228
-418
| -0.5% | -$32.6K | 0.01% | 941 |
|
|
2023
Q3 | $6.03M | Sell |
80,646
-69
| -0.1% | -$5.32K | 0.01% | 941 |
|
|
2023
Q2 | $6.02M | Sell |
80,715
-679
| -0.8% | -$49K | 0.01% | 939 |
|
|
2023
Q1 | $5.79M | Sell |
81,394
-9,883
| -11% | -$760K | 0.01% | 934 |
|
|
2022
Q4 | $6.89M | Sell |
91,277
-17,327
| -16% | -$1.3M | 0.01% | 827 |
|
|
2022
Q3 | $7.34M | Sell |
108,604
-47,199
| -30% | -$3.48M | 0.01% | 761 |
|
|
2022
Q2 | $10.9M | Buy |
155,803
+30,069
| +24% | +$2.29M | 0.02% | 625 |
|
|
2022
Q1 | $10.6M | Buy |
125,734
+9,073
| +8% | +$781K | 0.01% | 692 |
|
|
2021
Q4 | $10.1M | Buy |
116,661
+620
| +0.5% | +$54K | 0.01% | 738 |
|
|
2021
Q3 | $9.58M | Sell |
116,041
-4,834
| -4% | -$401K | 0.01% | 736 |
|
|
2021
Q2 | $9.8M | Buy |
120,875
+22,231
| +23% | +$1.79M | 0.01% | 716 |
|
|
2021
Q1 | $7.38M | Buy |
98,644
+2,015
| +2% | +$143K | 0.01% | 787 |
|
|
2020
Q4 | $6.45M | Buy |
96,629
+1,591
| +2% | +$98.2K | 0.01% | 766 |
|
|
2020
Q3 | $5.39M | Buy |
95,038
+34,022
| +56% | +$1.95M | 0.01% | 739 |
|
|
2020
Q2 | $3.36M | Sell |
61,016
-42,516
| -41% | -$2.27M | 0.01% | 906 |
|
|
2020
Q1 | $5.03M | Buy |
103,532
+11,936
| +13% | +$755K | 0.01% | 663 |
|
|
2019
Q4 | $6.31M | Sell |
91,596
-6,636
| -7% | -$440K | 0.01% | 788 |
|
|
2019
Q3 | $6.32M | Sell |
98,232
-2,362
| -2% | -$150K | 0.02% | 734 |
|
|
2019
Q2 | $6.33M | Buy |
100,594
+5,358
| +6% | +$330K | 0.02% | 756 |
|
|
2019
Q1 | $5.61M | Sell |
95,236
-38,170
| -29% | -$2.22M | 0.02% | 768 |
|
|
2018
Q4 | $7.09M | Buy |
133,406
+27,366
| +26% | +$1.57M | 0.02% | 608 |
|
|
2018
Q3 | $6.42M | Sell |
106,040
-902
| -0.8% | -$55.3K | 0.02% | 722 |
|
|
2018
Q2 | $6.28M | Buy |
106,942
+4,402
| +4% | +$262K | 0.02% | 709 |
|
|
2018
Q1 | $6.05M | Sell |
102,540
-99,840
| -49% | -$6.06M | 0.02% | 712 |
|
|
2017
Q4 | $12.1M | Sell |
202,380
-34
| -0% | -$1.97K | 0.04% | 451 |
|
|
2017
Q3 | $11.3M | Sell |
202,414
-77,594
| -28% | -$4.23M | 0.04% | 459 |
|
|
2017
Q2 | $15.1M | Buy |
280,008
+40,910
| +17% | +$2.14M | 0.06% | 339 |
|
|
2017
Q1 | $12.4M | Buy |
239,098
+166,126
| +228% | +$8.67M | 0.05% | 381 |
|
|
2016
Q4 | $3.7M | Sell |
72,972
-13,984
| -16% | -$667K | 0.02% | 770 |
|
|
2016
Q3 | $3.92M | Buy |
+86,956
| New | +$3.9M | 0.02% | 726 |
|
|
2014
Q4 | – | Sell |
-26,596
| Closed | -$1.11M | – | 2390 |
|
|
2014
Q3 | $1.11M | Sell |
26,596
-520
| -2% | -$21.8K | 0.01% | 1060 |
|
|
2014
Q2 | $1.13M | Buy |
27,116
+76
| +0.3% | +$3.09K | 0.01% | 1058 |
|
|
2014
Q1 | $1.1M | Buy |
+27,040
| New | +$1.08M | 0.01% | 1025 |
|
Other funds holding IYF
PF
PCH
