Valmark Advisers’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 | $975K | Buy |
8,056
+1,203
| +18% | +$146K | 0.01% | 336 |
|
|
2025
Q1 | $773K | Buy |
6,853
+2,710
| +65% | +$306K | 0.01% | 351 |
|
|
2024
Q4 | $458K | Buy |
4,143
+422
| +11% | +$46.7K | 0.01% | 434 |
|
|
2024
Q3 | $387K | Buy |
3,721
+894
| +32% | +$92.9K | 0.01% | 457 |
|
|
2024
Q2 | $267K | Sell |
2,827
-276
| -9% | -$26.1K | ﹤0.01% | 493 |
|
|
2024
Q1 | $297K | Sell |
3,103
-103
| -3% | -$9.85K | 0.01% | 454 |
|
|
2023
Q4 | $274K | Buy |
3,206
+17
| +0.5% | +$1.45K | 0.01% | 436 |
|
|
2023
Q3 | $238K | Buy |
3,189
+175
| +6% | +$13.1K | ﹤0.01% | 432 |
|
|
2023
Q2 | $225K | Buy |
3,014
+7
| +0.2% | +$522 | ﹤0.01% | 446 |
|
|
2023
Q1 | $214K | Buy |
+3,007
| New | +$214K | ﹤0.01% | 448 |
|
|
2022
Q3 | – | Sell |
-3,132
| Closed | -$219K | – | 420 |
|
|
2022
Q2 | $219K | Buy |
+3,132
| New | +$219K | ﹤0.01% | 390 |
|