TrueWealth Advisors’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 | $287K | Hold |
2,373
| – | – | 0.09% | 180 |
|
|
2025
Q1 | $268K | Hold |
2,373
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $262K | Sell |
2,373
-15
| -0.6% | -$1.66K | 0.09% | 186 |
|
|
2024
Q3 | $248K | Hold |
2,388
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $226K | Hold |
2,388
| – | – | 0.08% | 207 |
|
|
2024
Q1 | $228K | Hold |
2,388
| – | – | 0.09% | 192 |
|
|
2023
Q4 | $204K | Sell |
2,388
-646
| -21% | -$55.2K | 0.08% | 191 |
|
|
2023
Q3 | $227K | Sell |
3,034
-531
| -15% | -$39.7K | 0.1% | 171 |
|
|
2023
Q2 | $266K | Sell |
3,565
-517
| -13% | -$38.6K | 0.11% | 151 |
|
|
2023
Q1 | $290K | Buy |
4,082
+554
| +16% | +$39.4K | 0.12% | 140 |
|
|
2022
Q4 | $266K | Sell |
3,528
-729
| -17% | -$55K | 0.12% | 141 |
|
|
2022
Q3 | $288K | Sell |
4,257
-1,929
| -31% | -$131K | 0.14% | 118 |
|
|
2022
Q2 | $433K | Sell |
6,186
-2,806
| -31% | -$196K | 0.2% | 91 |
|
|
2022
Q1 | $779K | Hold |
8,992
| – | – | 0.35% | 63 |
|
|
2021
Q4 | $779K | Sell |
8,992
-814
| -8% | -$70.5K | 0.35% | 63 |
|
|
2021
Q3 | $809K | Sell |
9,806
-992
| -9% | -$81.8K | 0.46% | 53 |
|
|
2021
Q2 | $875K | Sell |
10,798
-28,093
| -72% | -$2.28M | 0.51% | 47 |
|
|
2021
Q1 | $3M | Buy |
38,891
+7,829
| +25% | +$604K | 1.95% | 14 |
|
|
2020
Q4 | $2.13M | Buy |
+31,062
| New | +$2.13M | 1.83% | 18 |
|