Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
+3,462
| New | +$419K | 0.03% | 232 |
|
|
2024
Q4 | $358K | Buy |
+3,024
| New | +$358K | 0.03% | 244 |
|
|
2019
Q4 | – | Sell |
-124
| Closed | -$7 | – | 318 |
|
|
2019
Q3 | $7 | Hold |
124
| – | – | ﹤0.01% | 611 |
|
|
2019
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $7K | Hold |
124
| – | – | ﹤0.01% | 592 |
|
|
2018
Q4 | $7K | Hold |
124
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $7K | Hold |
124
| – | – | ﹤0.01% | 604 |
|
|
2018
Q1 | $7K | Hold |
124
| – | – | ﹤0.01% | 602 |
|
|
2017
Q4 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 569 |
|