Westside Investment Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.2K | Hold |
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|
2025
Q2 | $50.8K | Buy |
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|
2025
Q1 | $44.6K | Buy |
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|
2024
Q4 | $41.5K | Hold |
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|
2024
Q3 | $39K | Hold |
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|
2024
Q2 | $35.5K | Hold |
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|
2024
Q1 | $35.9K | Sell |
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|
2023
Q4 | $39.9K | Hold |
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|
2023
Q3 | $34.9K | Hold |
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|
2023
Q2 | $34.8K | Hold |
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|
2023
Q1 | $33.2K | Buy |
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|
2022
Q4 | $35 | Buy |
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|
2022
Q3 | $26 | Hold |
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|
2022
Q2 | $27 | Hold |
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|
2022
Q1 | $32 | Buy |
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|
2021
Q4 | $25 | Buy |
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|
2021
Q3 | $16 | Hold |
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|
2021
Q2 | $16 | Hold |
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|
2021
Q1 | $14 | Hold |
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|
2020
Q4 | $13 | Hold |
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|
2020
Q3 | $11 | Hold |
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|
2020
Q2 | $11 | Hold |
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|
2020
Q1 | $9 | Buy |
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|
2019
Q2 | $12 | Buy |
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|
2018
Q4 | $10.6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11.8K | Hold |
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|
2018
Q1 | $11.5K | Hold |
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|
2017
Q4 | $12.1K | Hold |
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|
2017
Q3 | $11.4K | Hold |
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|
2017
Q2 | $10.8K | Buy |
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