TritonPoint 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
Q2 | $505K | Sell |
4,170
-880
| -17% | -$106K | 0.05% | 212 |
|
|
2025
Q1 | $570K | Sell |
5,050
-8
| -0.2% | -$903 | 0.05% | 198 |
|
|
2024
Q4 | $559K | Sell |
5,058
-202
| -4% | -$22.3K | 0.05% | 198 |
|
|
2024
Q3 | $544K | Buy |
5,260
+335
| +7% | +$34.7K | 0.05% | 203 |
|
|
2024
Q2 | $466K | Sell |
4,925
-452
| -8% | -$42.7K | 0.04% | 209 |
|
|
2024
Q1 | $291K | Buy |
5,377
+1,971
| +58% | +$107K | 0.03% | 259 |
|
|
2023
Q4 | $291K | Buy |
+3,406
| New | +$291K | 0.03% | 266 |
|