West Paces 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 | $35.7K | Hold |
295
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $33.3K | Hold |
295
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $32.6K | Hold |
295
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $30.7K | Hold |
295
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $27.9K | Hold |
295
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $28.2K | Sell |
295
-255
| -46% | -$24.4K | 0.01% | 280 |
|
|
2023
Q4 | $47K | Hold |
550
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $41.1K | Hold |
550
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $41K | Buy |
+550
| New | +$41K | 0.01% | 240 |
|