UBS Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.9M | Sell |
407,414
-11,509
| -3% | -$1.43M | 0.01% | 1689 |
|
|
2025
Q4 | $54M | Buy |
418,923
+19,167
| +5% | +$2.4M | 0.01% | 1539 |
|
|
2025
Q3 | $50.6M | Buy |
399,756
+10,208
| +3% | +$1.26M | 0.01% | 1612 |
|
|
2025
Q2 | $47.1M | Sell |
389,548
-20,400
| -5% | -$2.3M | 0.01% | 1577 |
|
|
2025
Q1 | $46.3M | Buy |
409,948
+8,797
| +2% | +$1.01M | 0.01% | 1549 |
|
|
2024
Q4 | $44.4M | Buy |
401,151
+26,485
| +7% | +$2.95M | 0.01% | 1572 |
|
|
2024
Q3 | $38.9M | Buy |
374,666
+7,427
| +2% | +$745K | 0.01% | 1335 |
|
|
2024
Q2 | $34.7M | Sell |
367,239
-421
| -0.1% | -$39.4K | 0.01% | 1281 |
|
|
2024
Q1 | $35.2M | Sell |
367,660
-2,073
| -0.6% | -$185K | 0.01% | 1278 |
|
|
2023
Q4 | $31.6M | Buy |
369,733
+32,596
| +10% | +$2.54M | 0.01% | 1271 |
|
|
2023
Q3 | $25.2M | Sell |
337,137
-7,212
| -2% | -$556K | 0.01% | 1305 |
|
|
2023
Q2 | $25.7M | Sell |
344,349
-2,350
| -0.7% | -$169K | 0.01% | 1263 |
|
|
2023
Q1 | $24.7M | Sell |
346,699
-9,759
| -3% | -$751K | 0.01% | 1226 |
|
|
2022
Q4 | $26.9M | Sell |
356,458
-66,252
| -16% | -$4.97M | 0.01% | 1213 |
|
|
2022
Q3 | $28.6M | Buy |
422,710
+113,612
| +37% | +$8.37M | 0.02% | 1041 |
|
|
2022
Q2 | $21.6M | Sell |
309,098
-20,115
| -6% | -$1.53M | 0.01% | 1256 |
|
|
2022
Q1 | $27.8M | Buy |
329,213
+5,355
| +2% | +$461K | 0.01% | 1199 |
|
|
2021
Q4 | $28.1M | Buy |
323,858
+14,800
| +5% | +$1.29M | 0.01% | 1342 |
|
|
2021
Q3 | $25.5M | Buy |
309,058
+10,843
| +4% | +$900K | 0.01% | 1313 |
|
|
2021
Q2 | $24.2M | Buy |
298,215
+13,295
| +5% | +$1.07M | 0.01% | 1350 |
|
|
2021
Q1 | $21.3M | Buy |
284,920
+4,150
| +1% | +$295K | 0.01% | 1404 |
|
|
2020
Q4 | $18.7M | Sell |
280,770
-16,176
| -5% | -$998K | 0.01% | 1380 |
|
|
2020
Q3 | $16.8M | Sell |
296,946
-29,426
| -9% | -$1.69M | 0.01% | 1287 |
|
|
2020
Q2 | $18M | Sell |
326,372
-131,160
| -29% | -$7M | 0.01% | 1146 |
|
|
2020
Q1 | $22.3M | Sell |
457,532
-70,434
| -13% | -$4.46M | 0.01% | 933 |
|
|
2019
Q4 | $36.4M | Sell |
527,966
-37,790
| -7% | -$2.51M | 0.02% | 964 |
|
|
2019
Q3 | $36.4M | Sell |
565,756
-40,020
| -7% | -$2.54M | 0.02% | 859 |
|
|
2019
Q2 | $38M | Sell |
605,776
-70,404
| -10% | -$4.34M | 0.02% | 811 |
|
|
2019
Q1 | $39.9M | Sell |
676,180
-274,196
| -29% | -$15.9M | 0.02% | 755 |
|
|
2018
Q4 | $50.5M | Buy |
950,376
+471,994
| +99% | +$27.1M | 0.03% | 587 |
|
|
2018
Q3 | $29.1M | Buy |
478,382
+36,570
| +8% | +$2.24M | 0.01% | 959 |
|
|
2018
Q2 | $25.9M | Buy |
441,812
+7,662
| +2% | +$456K | 0.01% | 1012 |
|
|
2018
Q1 | $25.6M | Sell |
434,150
-1,362
| -0.3% | -$82.6K | 0.01% | 996 |
|
|
2017
Q4 | $26M | Buy |
435,512
+60,340
| +16% | +$3.5M | 0.01% | 1021 |
|
|
2017
Q3 | $21M | Buy |
375,172
+20,006
| +6% | +$1.09M | 0.01% | 1074 |
|
|
2017
Q2 | $19.1M | Sell |
355,166
-131,106
| -27% | -$6.85M | 0.01% | 1069 |
|
|
2017
Q1 | $25.3M | Buy |
486,272
+63,346
| +15% | +$3.31M | 0.02% | 885 |
|
|
2016
Q4 | $21.5M | Sell |
422,926
-6,068
| -1% | -$290K | 0.02% | 982 |
|
|
2016
Q3 | $19.3M | Buy |
428,994
+203,724
| +90% | +$9.13M | 0.01% | 1006 |
|
|
2016
Q2 | $9.68M | Sell |
225,270
-10,350
| -4% | -$448K | 0.01% | 1403 |
|
|
2016
Q1 | $9.97M | Sell |
235,620
-209,828
| -47% | -$8.51M | 0.01% | 1331 |
|
|
2015
Q4 | $19.7M | Buy |
445,448
+97,532
| +28% | +$4.35M | 0.02% | 966 |
|
|
2015
Q3 | $14.6M | Buy |
347,916
+96,620
| +38% | +$4.31M | 0.01% | 1102 |
|
|
2015
Q2 | $11.3M | Sell |
251,296
-30,352
| -11% | -$1.37M | 0.01% | 1381 |
|
|
2015
Q1 | $12.5M | Buy |
281,648
+15,736
| +6% | +$699K | 0.01% | 1292 |
|
|
2014
Q4 | $12M | Buy |
+265,912
| New | +$11.6M | 0.01% | 1367 |
|
Other funds holding IYF
PF
PCH
