Stratos 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 | $3.35M | Buy |
27,678
+23,551
| +571% | +$2.85M | 0.05% | 365 |
|
|
2025
Q1 | $466K | Sell |
4,127
-2,443
| -37% | -$276K | 0.01% | 913 |
|
|
2024
Q4 | $727K | Sell |
6,570
-86
| -1% | -$9.51K | 0.01% | 803 |
|
|
2024
Q3 | $692K | Buy |
6,656
+1,584
| +31% | +$165K | 0.01% | 811 |
|
|
2024
Q2 | $480K | Sell |
5,072
-131
| -3% | -$12.4K | 0.01% | 913 |
|
|
2024
Q1 | $498K | Sell |
5,203
-12
| -0.2% | -$1.15K | 0.01% | 894 |
|
|
2023
Q4 | $445K | Sell |
5,215
-590
| -10% | -$50.4K | 0.01% | 911 |
|
|
2023
Q3 | $434K | Sell |
5,805
-339
| -6% | -$25.3K | 0.01% | 872 |
|
|
2023
Q2 | $458K | Sell |
6,144
-1,557
| -20% | -$116K | 0.01% | 797 |
|
|
2023
Q1 | $548K | Buy |
7,701
+626
| +9% | +$44.5K | 0.01% | 669 |
|
|
2022
Q4 | $534K | Sell |
7,075
-14
| -0.2% | -$1.06K | 0.01% | 714 |
|
|
2022
Q3 | $479K | Sell |
7,089
-2,704
| -28% | -$183K | 0.01% | 700 |
|
|
2022
Q2 | $685K | Sell |
9,793
-299
| -3% | -$20.9K | 0.02% | 614 |
|
|
2022
Q1 | $853K | Sell |
10,092
-9
| -0.1% | -$761 | 0.02% | 609 |
|
|
2021
Q4 | $876K | Sell |
10,101
-2
| -0% | -$173 | 0.02% | 595 |
|
|
2021
Q3 | $834K | Buy |
10,103
+1,998
| +25% | +$165K | 0.02% | 577 |
|
|
2021
Q2 | $657K | Buy |
8,105
+288
| +4% | +$23.3K | 0.02% | 686 |
|
|
2021
Q1 | $585K | Sell |
7,817
-5,685
| -42% | -$425K | 0.02% | 662 |
|
|
2020
Q4 | $902K | Sell |
13,502
-2,672
| -17% | -$179K | 0.03% | 477 |
|
|
2020
Q3 | $918K | Sell |
16,174
-2,836
| -15% | -$161K | 0.03% | 421 |
|
|
2020
Q2 | $1.05M | Sell |
19,010
-1,928
| -9% | -$106K | 0.04% | 370 |
|
|
2020
Q1 | $1.02M | Buy |
20,938
+3,446
| +20% | +$168K | 0.05% | 325 |
|
|
2019
Q4 | $1.21M | Buy |
17,492
+28
| +0.2% | +$1.93K | 0.05% | 341 |
|
|
2019
Q3 | $1.12M | Sell |
17,464
-842
| -5% | -$54.2K | 0.05% | 343 |
|
|
2019
Q2 | $1.15M | Buy |
18,306
+3,058
| +20% | +$192K | 0.05% | 332 |
|
|
2019
Q1 | $901K | Sell |
15,248
-1,058
| -6% | -$62.5K | 0.04% | 389 |
|
|
2018
Q4 | $867K | Sell |
16,306
-532
| -3% | -$28.3K | 0.04% | 366 |
|
|
2018
Q3 | $1.02M | Buy |
16,838
+1,814
| +12% | +$110K | 0.05% | 333 |
|
|
2018
Q2 | $880K | Buy |
15,024
+804
| +6% | +$47.1K | 0.04% | 391 |
|
|
2018
Q1 | $838K | Buy |
14,220
+840
| +6% | +$49.5K | 0.04% | 404 |
|
|
2017
Q4 | $799K | Buy |
13,380
+870
| +7% | +$52K | 0.04% | 398 |
|
|
2017
Q3 | $701K | Sell |
12,510
-814
| -6% | -$45.6K | 0.03% | 412 |
|
|
2017
Q2 | $716K | Sell |
13,324
-5,704
| -30% | -$307K | 0.04% | 365 |
|
|
2017
Q1 | $990K | Buy |
19,028
+11,060
| +139% | +$575K | 0.06% | 280 |
|
|
2016
Q4 | $404K | Sell |
7,968
-576
| -7% | -$29.2K | 0.03% | 445 |
|
|
2016
Q3 | $384K | Buy |
8,544
+2,066
| +32% | +$92.9K | 0.03% | 420 |
|
|
2016
Q2 | $278K | Buy |
6,478
+1,642
| +34% | +$70.5K | 0.02% | 471 |
|
|
2016
Q1 | $205K | Buy |
4,836
+2
| +0% | +$85 | 0.02% | 509 |
|
|
2015
Q4 | $214K | Sell |
4,834
-468
| -9% | -$20.7K | 0.02% | 502 |
|
|
2015
Q3 | $223K | Sell |
5,302
-1,626
| -23% | -$68.4K | 0.03% | 456 |
|
|
2015
Q2 | $311K | Buy |
+6,928
| New | +$311K | 0.04% | 362 |
|