Waypoint Wealth Counsel’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 | $268K | Buy |
2,215
+8
| +0.4% | +$968 | 0.13% | 134 |
|
|
2025
Q1 | $249K | Buy |
2,207
+7
| +0.3% | +$790 | 0.16% | 89 |
|
|
2024
Q4 | $243K | Buy |
2,200
+9
| +0.4% | +$995 | 0.16% | 83 |
|
|
2024
Q3 | $228K | Buy |
2,191
+8
| +0.4% | +$831 | 0.15% | 88 |
|
|
2024
Q2 | $206K | Buy |
2,183
+7
| +0.3% | +$662 | 0.16% | 83 |
|
|
2024
Q1 | $208K | Buy |
+2,176
| New | +$208K | 0.16% | 89 |
|