Tyler-Stone Wealth Management’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
Q2 | $614K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $525K | Buy |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $144K | Buy |
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