WealthCare Investment 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 | $2.5M | Buy |
20,314
+232
| +1% | +$28.5K | 0.9% | 31 |
|
|
2025
Q1 | $2.07M | Buy |
20,082
+10,045
| +100% | +$1.04M | 0.88% | 35 |
|
|
2024
Q4 | $1.11M | Buy |
+10,037
| New | +$1.11M | 0.48% | 55 |
|
|
2024
Q1 | – | Sell |
-2,668
| Closed | -$230K | – | 136 |
|
|
2023
Q4 | $230K | Sell |
2,668
-463
| -15% | -$39.9K | 0.13% | 116 |
|
|
2023
Q3 | $231K | Sell |
3,131
-1,293
| -29% | -$95.4K | 0.14% | 106 |
|
|
2023
Q2 | $330K | Sell |
4,424
-6,765
| -60% | -$505K | 0.2% | 85 |
|
|
2023
Q1 | $796K | Sell |
11,189
-3,964
| -26% | -$282K | 0.48% | 55 |
|
|
2022
Q4 | $1.14M | Sell |
15,153
-6,095
| -29% | -$460K | 0.78% | 36 |
|
|
2022
Q3 | $1.44M | Sell |
21,248
-2,574
| -11% | -$174K | 1.19% | 24 |
|
|
2022
Q2 | $1.67M | Buy |
23,822
+4,285
| +22% | +$300K | 1.43% | 16 |
|
|
2022
Q1 | $1.6M | Buy |
19,537
+10,681
| +121% | +$877K | 1.43% | 17 |
|
|
2021
Q4 | $768K | Buy |
+8,856
| New | +$768K | 0.74% | 38 |
|