Stonebridge Financial Planning Group’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
Q2 | $459K | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $806K | Sell |
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|
2023
Q1 | $939K | Buy |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $851K | Buy |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $766K | Buy |
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|
2021
Q2 | $693K | Buy |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $752K | Sell |
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|
2020
Q1 | $799K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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