Vertex Planning Partners’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 | $387K | Hold |
3,200
| – | – | 0.08% | 127 |
|
|
2025
Q1 | $361K | Hold |
3,200
| – | – | 0.08% | 127 |
|
|
2024
Q4 | $354K | Hold |
3,200
| – | – | 0.08% | 133 |
|
|
2024
Q3 | $332K | Hold |
3,200
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $303K | Hold |
3,200
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $306K | Hold |
3,200
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $273K | Hold |
3,200
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $239K | Hold |
3,200
| – | – | 0.08% | 121 |
|
|
2023
Q2 | $239K | Hold |
3,200
| – | – | 0.08% | 120 |
|
|
2023
Q1 | $228K | Buy |
3,200
+50
| +2% | +$3.56K | 0.09% | 112 |
|
|
2022
Q4 | $238K | Buy |
+3,150
| New | +$238K | 0.09% | 134 |
|