TrueWealth Advisors’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
Q3 | $301K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $779K | Hold |
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|
2021
Q4 | $779K | Sell |
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|
2021
Q3 | $809K | Sell |
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|
2021
Q2 | $875K | Sell |
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|
2021
Q1 | $3M | Buy |
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|
2020
Q4 | $2.13M | Buy |
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