Visionary Wealth Advisors’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 | $609K | Hold |
5,031
| – | – | 0.03% | 329 |
|
|
2025
Q1 | $568K | Hold |
5,031
| – | – | 0.03% | 323 |
|
|
2024
Q4 | $556K | Sell |
5,031
-977
| -16% | -$108K | 0.03% | 336 |
|
|
2024
Q3 | $624K | Hold |
6,008
| – | – | 0.04% | 318 |
|
|
2024
Q2 | $568K | Sell |
6,008
-807
| -12% | -$76.3K | 0.04% | 308 |
|
|
2024
Q1 | $652K | Buy |
6,815
+35
| +0.5% | +$3.35K | 0.04% | 286 |
|
|
2023
Q4 | $579K | Hold |
6,780
| – | – | 0.04% | 292 |
|
|
2023
Q3 | $507K | Sell |
6,780
-523
| -7% | -$39.1K | 0.04% | 299 |
|
|
2023
Q2 | $545K | Sell |
7,303
-4,062
| -36% | -$303K | 0.04% | 282 |
|
|
2023
Q1 | $809K | Hold |
11,365
| – | – | 0.07% | 215 |
|
|
2022
Q4 | $858K | Hold |
11,365
| – | – | 0.08% | 195 |
|
|
2022
Q3 | $768K | Hold |
11,365
| – | – | 0.08% | 183 |
|
|
2022
Q2 | $795K | Sell |
11,365
-215
| -2% | -$15K | 0.07% | 193 |
|
|
2022
Q1 | $979K | Hold |
11,580
| – | – | 0.08% | 182 |
|
|
2021
Q4 | $1M | Buy |
+11,580
| New | +$1M | 0.08% | 164 |
|