Valeo Financial 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 | $298K | Sell |
2,467
-2,370
| -49% | -$287K | 0.01% | 577 |
|
|
2025
Q1 | $546K | Buy |
4,837
+138
| +3% | +$15.6K | 0.02% | 394 |
|
|
2024
Q4 | $520K | Buy |
4,699
+985
| +27% | +$109K | 0.01% | 396 |
|
|
2024
Q3 | $386K | Buy |
+3,714
| New | +$386K | 0.01% | 464 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$4K | – | 2007 |
|
|
2020
Q4 | $4K | Sell |
60
-946
| -94% | -$63.1K | ﹤0.01% | 1391 |
|
|
2020
Q3 | $57K | Buy |
1,006
+6
| +0.6% | +$340 | 0.01% | 600 |
|
|
2020
Q2 | $55K | Sell |
1,000
-290
| -22% | -$16K | 0.01% | 654 |
|
|
2020
Q1 | $70K | Buy |
1,290
+290
| +29% | +$15.7K | 0.01% | 499 |
|
|
2019
Q4 | $69K | Hold |
1,000
| – | – | 0.01% | 540 |
|
|
2019
Q3 | $64K | Hold |
1,000
| – | – | 0.01% | 528 |
|
|
2019
Q2 | $63K | Hold |
1,000
| – | – | 0.01% | 533 |
|
|
2019
Q1 | $59K | Buy |
+1,000
| New | +$59K | 0.01% | 519 |
|