Wealth Management Associates’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 | $841K | Buy |
6,951
+196
| +3% | +$23.7K | 0.33% | 62 |
|
|
2025
Q1 | $762K | Buy |
6,755
+468
| +7% | +$52.8K | 0.33% | 62 |
|
|
2024
Q4 | $695K | Buy |
6,287
+198
| +3% | +$21.9K | 0.3% | 68 |
|
|
2024
Q3 | $633K | Buy |
6,089
+132
| +2% | +$13.7K | 0.28% | 72 |
|
|
2024
Q2 | $563K | Hold |
5,957
| – | – | 0.26% | 76 |
|
|
2024
Q1 | $563K | Sell |
5,957
-89
| -1% | -$8.42K | 0.26% | 76 |
|
|
2023
Q4 | $516K | Sell |
6,046
-121
| -2% | -$10.3K | 0.27% | 81 |
|
|
2023
Q3 | $461K | Buy |
6,167
+26
| +0.4% | +$1.94K | 0.27% | 82 |
|
|
2023
Q2 | $458K | Sell |
6,141
-1,986
| -24% | -$148K | 0.26% | 79 |
|
|
2023
Q1 | $578K | Sell |
8,127
-79
| -1% | -$5.62K | 0.36% | 71 |
|
|
2022
Q4 | $619K | Buy |
8,206
+266
| +3% | +$20.1K | 0.41% | 62 |
|
|
2022
Q3 | $536K | Buy |
7,940
+2,149
| +37% | +$145K | 0.38% | 67 |
|
|
2022
Q2 | $405K | Sell |
5,791
-132
| -2% | -$9.24K | 0.28% | 95 |
|
|
2022
Q1 | $501K | Buy |
5,923
+553
| +10% | +$46.7K | 0.28% | 91 |
|
|
2021
Q4 | $466K | Buy |
5,370
+1,154
| +27% | +$100K | 0.25% | 105 |
|
|
2021
Q3 | $348K | Buy |
4,216
+1,304
| +45% | +$108K | 0.2% | 125 |
|
|
2021
Q2 | $236K | Buy |
+2,912
| New | +$236K | 0.13% | 176 |
|