Wealth Enhancement Advisory Services’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 | $1.33M | Sell |
10,824
-5,303
| -33% | -$652K | ﹤0.01% | 1576 |
|
|
2025
Q1 | $1.82M | Sell |
16,127
-2,817
| -15% | -$318K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $2.09M | Buy |
18,944
+8,829
| +87% | +$976K | ﹤0.01% | 1164 |
|
|
2024
Q3 | $1.05M | Buy |
10,115
+251
| +3% | +$26.1K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $933K | Buy |
9,864
+430
| +5% | +$40.7K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $902K | Sell |
9,434
-198
| -2% | -$18.9K | ﹤0.01% | 1285 |
|
|
2023
Q4 | $823K | Sell |
9,632
-530
| -5% | -$45.3K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $760K | Buy |
+10,162
| New | +$760K | ﹤0.01% | 1215 |
|