Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,860
| Closed | -$203K | – | 909 |
|
|
2023
Q1 | $203K | Hold |
2,860
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $216K | Buy |
+2,860
| New | +$214K | ﹤0.01% | 785 |
|
|
2022
Q3 | – | Sell |
-2,860
| Closed | -$200K | – | 850 |
|
|
2022
Q2 | $200K | Hold |
2,860
| – | – | ﹤0.01% | 829 |
|
|
2022
Q1 | $242K | Hold |
2,860
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $248K | Hold |
2,860
| – | – | ﹤0.01% | 796 |
|
|
2021
Q3 | $236K | Hold |
2,860
| – | – | ﹤0.01% | 782 |
|
|
2021
Q2 | $232K | Hold |
2,860
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $214K | Buy |
+2,860
| New | +$203K | ﹤0.01% | 776 |
|
|
2020
Q4 | – | Sell |
-4,480
| Closed | -$254K | – | 796 |
|
|
2020
Q3 | $254K | Hold |
4,480
| – | – | 0.01% | 626 |
|
|
2020
Q2 | $247K | Hold |
4,480
| – | – | 0.01% | 648 |
|
|
2020
Q1 | $218K | Sell |
4,480
-200
| -4% | -$12.7K | 0.01% | 654 |
|
|
2019
Q4 | $322K | Buy |
4,680
+200
| +4% | +$13.3K | 0.01% | 650 |
|
|
2019
Q3 | $288K | Hold |
4,480
| – | – | 0.01% | 657 |
|
|
2019
Q2 | $281K | Hold |
4,480
| – | – | 0.01% | 668 |
|
|
2019
Q1 | $265K | Hold |
4,480
| – | – | 0.01% | 679 |
|
|
2018
Q4 | $238K | Hold |
4,480
| – | – | 0.01% | 679 |
|
|
2018
Q3 | $272K | Hold |
4,480
| – | – | 0.01% | 672 |
|
|
2018
Q2 | $263K | Hold |
4,480
| – | – | 0.01% | 686 |
|
|
2018
Q1 | $264K | Hold |
4,480
| – | – | 0.01% | 673 |
|
|
2017
Q4 | $268K | Hold |
4,480
| – | – | 0.01% | 667 |
|
|
2017
Q3 | $251K | Hold |
4,480
| – | – | 0.01% | 666 |
|
|
2017
Q2 | $241K | Hold |
4,480
| – | – | 0.01% | 680 |
|
|
2017
Q1 | $233K | Hold |
4,480
| – | – | 0.01% | 678 |
|
|
2016
Q4 | $227K | Hold |
4,480
| – | – | 0.01% | 664 |
|
|
2016
Q3 | $202K | Buy |
+4,480
| New | +$201K | 0.01% | 696 |
|
|
2015
Q3 | – | Sell |
-4,480
| Closed | -$201K | – | 731 |
|
|
2015
Q2 | $201K | Buy |
+4,480
| New | +$203K | 0.01% | 698 |
|
|
2015
Q1 | – | Sell |
-4,480
| Closed | -$202K | – | 953 |
|
|
2014
Q4 | $202K | Buy |
+4,480
| New | +$195K | ﹤0.01% | 885 |
|
|
2014
Q1 | – | Sell |
-4,480
| Closed | -$180K | – | 963 |
|
|
2013
Q4 | $180K | Buy |
+4,480
| New | +$173K | ﹤0.01% | 851 |
|
Other funds holding IYF
WT
Veritable's IYF Position: Q2 2023 in Review
Veritable sold out of iShares US Financials ETF (IYF) in Q2 2023, closing a stake of 2,860 shares — an estimated $203K sold.
Veritable first reported a position in IYF in Q4 2013 and held it in 28 quarters. The position peaked at $322K in Q4 2019. 301 funds tracked by Wall St. Rank hold IYF as of Q2 2023.
- Veritable reported no remaining iShares US Financials ETF position as of Q2 2023 after selling out during the quarter.
- Veritable sold 2,860 iShares US Financials ETF shares in Q2 2023, an estimated $203K.
- Veritable first reported a position in iShares US Financials ETF in Q4 2013 and held it in 28 quarters.
- Veritable's iShares US Financials ETF position peaked at $322K in Q4 2019.
- 301 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2023.
Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.