Wealthcare Advisory 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 | $694K | Sell |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $617K | Sell |
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|
2024
Q4 | $663K | Hold |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $260K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $19K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $11K | Buy |
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