WPW
IYF icon

Waldron Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Waldron Private Wealth’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,230
Closed -$265K – 266
2019
Q2 		$265K Hold
4,230
– – 0.03% 203
2019
Q1 		$249K Hold
4,230
– – 0.03% 215
2018
Q4 		$224K Buy
+4,230
New +$224K 0.03% 188