WA
Wealthstar Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
2,129
-18,017
| -89% | -$2.18M | 0.1% | 125 |
|
|
2025
Q1 | $2.27M | Buy |
20,146
+631
| +3% | +$71.2K | 1.04% | 19 |
|
|
2024
Q4 | $2.16M | Buy |
+19,515
| New | +$2.16M | 0.94% | 18 |
|
|
2024
Q2 | – | Sell |
-21,037
| Closed | -$2.01M | – | 88 |
|
|
2024
Q1 | $2.01M | Buy |
21,037
+3,825
| +22% | +$366K | 0.7% | 17 |
|
|
2023
Q4 | $1.47M | Buy |
+17,212
| New | +$1.47M | 0.23% | 24 |
|
|
2022
Q2 | – | Sell |
-53,719
| Closed | -$4.54M | – | 91 |
|
|
2022
Q1 | $4.54M | Buy |
+53,719
| New | +$4.54M | 1.68% | 12 |
|