Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42K | Hold |
380
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $39.5K | Hold |
380
| – | – | 0.01% | 329 |
|
|
2024
Q2 | $35.9K | Hold |
380
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $36.3K | Hold |
380
| – | – | 0.01% | 328 |
|
|
2023
Q4 | $32.5K | Hold |
380
| – | – | 0.01% | 334 |
|
|
2023
Q3 | $28.4K | Hold |
380
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $28.4K | Sell |
380
-40
| -10% | -$2.98K | 0.01% | 351 |
|
|
2023
Q1 | $29.9K | Hold |
420
| – | – | 0.01% | 347 |
|
|
2022
Q4 | $31.7K | Hold |
420
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $29K | Hold |
420
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $29K | Hold |
420
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $36K | Hold |
420
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $36K | Hold |
420
| – | – | 0.01% | 336 |
|
|
2021
Q3 | $35K | Hold |
420
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $34K | Sell |
420
-9,296
| -96% | -$753K | 0.01% | 327 |
|
|
2021
Q1 | $31 | Buy |
9,716
+9,296
| +2,213% | +$30 | 0.01% | 339 |
|
|
2020
Q4 | $28K | Hold |
420
| – | – | 0.01% | 331 |
|
|
2020
Q3 | $24K | Hold |
420
| – | – | 0.01% | 326 |
|
|
2020
Q2 | $23K | Hold |
420
| – | – | 0.01% | 332 |
|
|
2020
Q1 | $20K | Buy |
420
+40
| +11% | +$1.91K | 0.01% | 333 |
|
|
2019
Q4 | $26K | Buy |
+380
| New | +$26K | 0.01% | 335 |
|