Vertex Planning Partners’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 | $405K | Hold |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $238K | Buy |
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