Summit Trail Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $369K | Hold |
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|
2025
Q4 | $404K | Hold |
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|
2025
Q3 | $397K | Hold |
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|
2025
Q2 | $379K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $223K | Buy |
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