Summit Equities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $330K | Buy |
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|
2016
Q2 | $263K | Sell |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $323K | Buy |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $328K | Buy |
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|
2015
Q1 | $326K | Buy |
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|
2014
Q4 | $330K | Hold |
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|
2014
Q3 | $306K | Hold |
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|
2014
Q2 | $303K | Hold |
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|
2014
Q1 | $299K | Buy |
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