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IYF icon

Vertex Planning Partners’s iShares US Financials ETF IYF Stock Holding History

Vertex Planning Partners’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,200
Closed -$405K – 168
2025
Q3 		$405K Hold
3,200
– – 0.08% 132
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% +$3.85K 0.09% 112
2022
Q4 		$238K Buy
+3,150
New +$236K 0.09% 134

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