Wealth Management Partners’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 | $1.11M | Buy |
9,143
+43
| +0.5% | +$5.24K | 0.39% | 57 |
|
|
2025
Q1 | $1.03M | Buy |
9,100
+223
| +3% | +$25.2K | 0.48% | 50 |
|
|
2024
Q4 | $982K | Buy |
8,877
+1,342
| +18% | +$148K | 0.42% | 56 |
|
|
2024
Q3 | $783K | Sell |
7,535
-5
| -0.1% | -$519 | 0.36% | 57 |
|
|
2024
Q2 | $713K | Buy |
7,540
+45
| +0.6% | +$4.26K | 0.35% | 56 |
|
|
2024
Q1 | $717K | Sell |
7,495
-38
| -0.5% | -$3.64K | 0.36% | 57 |
|
|
2023
Q4 | $643K | Buy |
7,533
+286
| +4% | +$24.4K | 0.36% | 58 |
|
|
2023
Q3 | $542K | Sell |
7,247
-20
| -0.3% | -$1.5K | 0.34% | 61 |
|
|
2023
Q2 | $542K | Sell |
7,267
-331
| -4% | -$24.7K | 0.34% | 59 |
|
|
2023
Q1 | $540K | Sell |
7,598
-402
| -5% | -$28.6K | 0.38% | 58 |
|
|
2022
Q4 | $588K | Hold |
8,000
| – | – | 0.49% | 48 |
|
|
2022
Q3 | $537K | Hold |
8,000
| – | – | 0.47% | 51 |
|
|
2022
Q2 | $545K | Hold |
8,000
| – | – | 0.48% | 50 |
|
|
2022
Q1 | $658K | Buy |
8,000
+2,000
| +33% | +$165K | 0.47% | 49 |
|
|
2021
Q4 | $536K | Sell |
6,000
-268
| -4% | -$23.9K | 0.37% | 62 |
|
|
2021
Q3 | $517K | Sell |
6,268
-141
| -2% | -$11.6K | 0.38% | 57 |
|
|
2021
Q2 | $519K | Buy |
6,409
+98
| +2% | +$7.94K | 0.36% | 61 |
|
|
2021
Q1 | $484K | Sell |
6,311
-2,053
| -25% | -$157K | 0.36% | 66 |
|
|
2020
Q4 | $562K | Buy |
+8,364
| New | +$562K | 0.44% | 52 |
|