Visionary Wealth Advisors’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
Q2 | $609K | Hold |
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|
2025
Q1 | $568K | Hold |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $624K | Hold |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $809K | Hold |
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|
2022
Q4 | $858K | Hold |
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|
2022
Q3 | $768K | Hold |
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|
2022
Q2 | $795K | Sell |
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|
2022
Q1 | $979K | Hold |
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|
2021
Q4 | $1M | Buy |
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