Tyler-Stone Wealth Management’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 | $614K | Buy |
5,079
+9
| +0.2% | +$1.09K | 0.1% | 177 |
|
|
2025
Q1 | $572K | Buy |
5,070
+9
| +0.2% | +$1.02K | 0.1% | 174 |
|
|
2024
Q4 | $560K | Buy |
5,061
+12
| +0.2% | +$1.33K | 0.1% | 178 |
|
|
2024
Q3 | $525K | Buy |
5,049
+2,529
| +100% | +$263K | 0.1% | 181 |
|
|
2024
Q2 | $238K | Sell |
2,520
-295
| -10% | -$27.9K | 0.1% | 176 |
|
|
2024
Q1 | $269K | Buy |
2,815
+4
| +0.1% | +$383 | 0.12% | 155 |
|
|
2023
Q4 | $240K | Buy |
2,811
+17
| +0.6% | +$1.45K | 0.12% | 163 |
|
|
2023
Q3 | $209K | Hold |
2,794
| – | – | 0.12% | 152 |
|
|
2023
Q2 | $208K | Buy |
+2,794
| New | +$208K | 0.12% | 155 |
|
|
2022
Q4 | $210K | Buy |
2,779
+187
| +7% | +$14.1K | 0.14% | 141 |
|
|
2022
Q3 | $175K | Hold |
2,592
| – | – | 0.13% | 145 |
|
|
2022
Q2 | $181K | Buy |
2,592
+75
| +3% | +$5.24K | 0.12% | 159 |
|
|
2022
Q1 | $213K | Buy |
2,517
+855
| +51% | +$72.4K | 0.12% | 161 |
|
|
2021
Q4 | $144K | Buy |
+1,662
| New | +$144K | 0.08% | 219 |
|