Valeo Financial 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 | $262K | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $63K | Hold |
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|
2019
Q1 | $59K | Buy |
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