Three Seasons Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54,753
| Closed | -$6.05M | – | 119 |
|
|
2024
Q4 | $6.05M | Sell |
54,753
-3,561
| -6% | -$394K | 2.95% | 10 |
|
|
2024
Q3 | $6.06M | Buy |
58,314
+10,390
| +22% | +$1.08M | 3.19% | 7 |
|
|
2024
Q2 | $4.53M | Buy |
47,924
+3,138
| +7% | +$297K | 2.51% | 10 |
|
|
2024
Q1 | $4.23M | Buy |
44,786
+13,748
| +44% | +$1.3M | 2.96% | 9 |
|
|
2023
Q4 | $2.65M | Buy |
+31,038
| New | +$2.65M | 2.33% | 11 |
|