Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $456K | Buy |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $259K | Buy |
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