Wealth Management Associates’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
Q3 | $917K | Buy |
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|
2025
Q2 | $841K | Buy |
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|
2025
Q1 | $762K | Buy |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $563K | Hold |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $578K | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $236K | Buy |
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