Westside Investment 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 | $50.8K | Buy |
420
+25
| +6% | +$3.03K | 0.01% | 457 |
|
|
2025
Q1 | $44.6K | Buy |
395
+20
| +5% | +$2.26K | 0.01% | 422 |
|
|
2024
Q4 | $41.5K | Hold |
375
| – | – | 0.01% | 431 |
|
|
2024
Q3 | $39K | Hold |
375
| – | – | 0.01% | 438 |
|
|
2024
Q2 | $35.5K | Hold |
375
| – | – | 0.01% | 443 |
|
|
2024
Q1 | $35.9K | Sell |
375
-91
| -20% | -$8.7K | 0.01% | 425 |
|
|
2023
Q4 | $39.9K | Hold |
466
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $34.9K | Hold |
466
| – | – | 0.01% | 392 |
|
|
2023
Q2 | $34.8K | Hold |
466
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $33.2K | Buy |
466
+1
| +0.2% | +$71 | 0.01% | 416 |
|
|
2022
Q4 | $35 | Buy |
465
+75
| +19% | +$6 | ﹤0.01% | 452 |
|
|
2022
Q3 | $26 | Hold |
390
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $27 | Hold |
390
| – | – | ﹤0.01% | 474 |
|
|
2022
Q1 | $32 | Buy |
390
+100
| +34% | +$8 | ﹤0.01% | 466 |
|
|
2021
Q4 | $25 | Buy |
290
+90
| +45% | +$8 | ﹤0.01% | 466 |
|
|
2021
Q3 | $16 | Hold |
200
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $16 | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $14 | Hold |
200
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $13 | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2020
Q3 | $11 | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $11 | Hold |
200
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $9 | Buy |
+200
| New | +$9 | ﹤0.01% | 481 |
|
|
2019
Q2 | $12 | Buy |
+200
| New | +$12 | ﹤0.01% | 450 |
|
|
2018
Q4 | $10.6K | Buy |
+200
| New | +$10.6K | ﹤0.01% | 460 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11.8K | – | 785 |
|
|
2018
Q2 | $11.8K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
|
2018
Q1 | $11.5K | Hold |
200
| – | – | 0.01% | 517 |
|
|
2017
Q4 | $12.1K | Hold |
200
| – | – | 0.01% | 525 |
|
|
2017
Q3 | $11.4K | Hold |
200
| – | – | 0.01% | 520 |
|
|
2017
Q2 | $10.8K | Buy |
+200
| New | +$10.8K | 0.01% | 520 |
|