WealthCare Investment 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
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $768K | Buy |
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