Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42K | Hold |
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|
2024
Q3 | $39.5K | Hold |
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|
2024
Q2 | $35.9K | Hold |
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|
2024
Q1 | $36.3K | Hold |
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|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $28.4K | Hold |
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|
2023
Q2 | $28.4K | Sell |
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|
2023
Q1 | $29.9K | Hold |
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|
2022
Q4 | $31.7K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $34K | Sell |
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|
2021
Q1 | $31 | Buy |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $26K | Buy |
|