SFPG
Stonebridge Financial Planning Group’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
3,790
-525
| -12% | -$63.5K | 0.19% | 117 |
|
|
2025
Q1 | $487K | Sell |
4,315
-173
| -4% | -$19.5K | 0.22% | 109 |
|
|
2024
Q4 | $496K | Buy |
4,488
+46
| +1% | +$5.09K | 0.22% | 110 |
|
|
2024
Q3 | $461K | Buy |
4,442
+2
| +0% | +$208 | 0.22% | 107 |
|
|
2024
Q2 | $420K | Sell |
4,440
-66
| -1% | -$6.24K | 0.21% | 112 |
|
|
2024
Q1 | $431K | Sell |
4,506
-345
| -7% | -$33K | 0.23% | 109 |
|
|
2023
Q4 | $414K | Sell |
4,851
-2,666
| -35% | -$228K | 0.24% | 101 |
|
|
2023
Q3 | $562K | Sell |
7,517
-3,283
| -30% | -$245K | 0.36% | 71 |
|
|
2023
Q2 | $806K | Sell |
10,800
-2,395
| -18% | -$179K | 0.49% | 57 |
|
|
2023
Q1 | $939K | Buy |
13,195
+2,536
| +24% | +$180K | 0.61% | 53 |
|
|
2022
Q4 | $804K | Buy |
10,659
+2,065
| +24% | +$156K | 0.54% | 59 |
|
|
2022
Q3 | $581K | Sell |
8,594
-14
| -0.2% | -$946 | 0.41% | 66 |
|
|
2022
Q2 | $602K | Sell |
8,608
-1,459
| -14% | -$102K | 0.41% | 59 |
|
|
2022
Q1 | $851K | Buy |
10,067
+273
| +3% | +$23.1K | 0.48% | 51 |
|
|
2021
Q4 | $837K | Buy |
9,794
+1,310
| +15% | +$112K | 0.44% | 51 |
|
|
2021
Q3 | $766K | Buy |
8,484
+92
| +1% | +$8.31K | 0.37% | 60 |
|
|
2021
Q2 | $693K | Buy |
8,392
+175
| +2% | +$14.5K | 0.37% | 61 |
|
|
2021
Q1 | $637K | Sell |
8,217
-60
| -0.7% | -$4.65K | 0.37% | 55 |
|
|
2020
Q4 | $553K | Buy |
8,277
+4,138
| +100% | +$276K | 0.35% | 55 |
|
|
2020
Q3 | $486K | Sell |
4,139
-2,691
| -39% | -$316K | 0.35% | 58 |
|
|
2020
Q2 | $752K | Sell |
6,830
-832
| -11% | -$91.6K | 0.64% | 40 |
|
|
2020
Q1 | $799K | Sell |
7,662
-984
| -11% | -$103K | 0.8% | 36 |
|
|
2019
Q4 | $1.19M | Buy |
+8,646
| New | +$1.19M | 1.08% | 27 |
|