Wealthcare Advisory 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 | $667K | Buy |
5,516
+50
| +0.9% | +$6.05K | 0.02% | 571 |
|
|
2025
Q1 | $617K | Sell |
5,466
-527
| -9% | -$59.5K | 0.02% | 548 |
|
|
2024
Q4 | $663K | Hold |
5,993
| – | – | 0.02% | 515 |
|
|
2024
Q3 | $623K | Buy |
5,993
+169
| +3% | +$17.6K | 0.02% | 523 |
|
|
2024
Q2 | $551K | Sell |
5,824
-33
| -0.6% | -$3.12K | 0.02% | 514 |
|
|
2024
Q1 | $560K | Buy |
5,857
+1,371
| +31% | +$131K | 0.02% | 516 |
|
|
2023
Q4 | $383K | Buy |
4,486
+435
| +11% | +$37.2K | 0.02% | 540 |
|
|
2023
Q3 | $303K | Buy |
4,051
+84
| +2% | +$6.28K | 0.01% | 550 |
|
|
2023
Q2 | $296K | Hold |
3,967
| – | – | 0.01% | 565 |
|
|
2023
Q1 | $282K | Buy |
3,967
+125
| +3% | +$8.89K | 0.01% | 590 |
|
|
2022
Q4 | $290K | Hold |
3,842
| – | – | 0.01% | 551 |
|
|
2022
Q3 | $260K | Buy |
+3,842
| New | +$260K | 0.01% | 521 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$19K | – | 1213 |
|
|
2021
Q1 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 1217 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$11K | – | 1133 |
|
|
2017
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 521 |
|