Verum 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
Q1 | – | Sell |
-3,000
| Closed | -$332K | – | 166 |
|
|
2024
Q4 | $332K | Hold |
3,000
| – | – | 0.1% | 114 |
|
|
2024
Q3 | $312K | Hold |
3,000
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $284K | Hold |
3,000
| – | – | 0.09% | 121 |
|
|
2024
Q1 | $287K | Hold |
3,000
| – | – | 0.1% | 121 |
|
|
2023
Q4 | $256K | Hold |
3,000
| – | – | 0.1% | 119 |
|
|
2023
Q3 | $224K | Hold |
3,000
| – | – | 0.1% | 124 |
|
|
2023
Q2 | $224K | Hold |
3,000
| – | – | 0.2% | 95 |
|
|
2023
Q1 | $213K | Hold |
3,000
| – | – | 0.23% | 61 |
|
|
2022
Q4 | $226K | Buy |
+3,000
| New | +$226K | 0.28% | 67 |
|