Western Wealth Management’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 | $499K | Sell |
4,127
-569
| -12% | -$68.8K | 0.03% | 409 |
|
|
2025
Q1 | $530K | Buy |
4,696
+2,228
| +90% | +$251K | 0.04% | 372 |
|
|
2024
Q4 | $273K | Buy |
+2,468
| New | +$273K | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-3,748
| Closed | -$258K | – | 396 |
|
|
2019
Q4 | $258K | Buy |
3,748
+302
| +9% | +$20.8K | 0.04% | 339 |
|
|
2019
Q3 | $222K | Sell |
3,446
-2,598
| -43% | -$167K | 0.05% | 353 |
|
|
2019
Q2 | $382K | Sell |
6,044
-398
| -6% | -$25.2K | 0.05% | 265 |
|
|
2019
Q1 | $384K | Buy |
6,442
+182
| +3% | +$10.8K | 0.09% | 242 |
|
|
2018
Q4 | $333K | Buy |
+6,260
| New | +$333K | 0.09% | 236 |
|