Wealth Management Partners’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 | $1.16M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $982K | Buy |
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|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $588K | Hold |
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|
2022
Q3 | $537K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $517K | Sell |
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|
2021
Q2 | $519K | Buy |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $562K | Buy |
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