Valmark Advisers’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 | $1.02M | Buy |
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|
2025
Q2 | $975K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Buy |
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