Transform 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 | $2.99M | Buy |
+26,476
| New | +$2.99M | 0.18% | 95 |
|
|
2020
Q1 | – | Sell |
-3,430
| Closed | -$236K | – | 225 |
|
|
2019
Q4 | $236K | Sell |
3,430
-1,906
| -36% | -$131K | 0.04% | 208 |
|
|
2019
Q3 | $343K | Hold |
5,336
| – | – | 0.06% | 168 |
|
|
2019
Q2 | $335K | Sell |
5,336
-2,790
| -34% | -$175K | 0.05% | 200 |
|
|
2019
Q1 | $480K | Hold |
8,126
| – | – | 0.09% | 131 |
|
|
2018
Q4 | $432K | Buy |
+8,126
| New | +$432K | 0.09% | 137 |
|