WESPAC Advisors’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 | $1.43M | Sell |
11,837
-704
| -6% | -$85.2K | 1% | 24 |
|
|
2025
Q1 | $1.42M | Buy |
12,541
+1,920
| +18% | +$217K | 1.15% | 19 |
|
|
2024
Q4 | $1.17M | Buy |
10,621
+156
| +1% | +$17.3K | 0.86% | 28 |
|
|
2024
Q3 | $1.09M | Buy |
10,465
+2,252
| +27% | +$234K | 0.8% | 36 |
|
|
2024
Q2 | $777K | Sell |
8,213
-1,332
| -14% | -$126K | 0.61% | 58 |
|
|
2024
Q1 | $913K | Buy |
9,545
+4,518
| +90% | +$432K | 0.53% | 65 |
|
|
2023
Q4 | $429K | Buy |
+5,027
| New | +$429K | 0.3% | 103 |
|
|
2022
Q1 | – | Sell |
-5,904
| Closed | -$512K | – | 129 |
|
|
2021
Q4 | $512K | Buy |
5,904
+2,732
| +86% | +$237K | 0.34% | 96 |
|
|
2021
Q3 | $262K | Sell |
3,172
-3,666
| -54% | -$303K | 0.16% | 144 |
|
|
2021
Q2 | $554K | Sell |
6,838
-16,386
| -71% | -$1.33M | 1.06% | 45 |
|
|
2021
Q1 | $1.74M | Buy |
+23,224
| New | +$1.74M | 1.3% | 16 |
|