WhitTier Trust Company’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 | $299K | Hold |
|
|||||
|
2025
Q2 | $288K | Hold |
|
|||||
|
2025
Q1 | $268K | Hold |
|
|||||
|
2024
Q4 | $263K | Sell |
|
|||||
|
2024
Q3 | $269K | Sell |
|
|||||
|
2024
Q2 | $303K | Hold |
|
|||||
|
2024
Q1 | $306K | Hold |
|
|||||
|
2023
Q4 | $273K | Hold |
|
|||||
|
2023
Q3 | $239K | Hold |
|
|||||
|
2023
Q2 | $239K | Hold |
|
|||||
|
2023
Q1 | $228K | Hold |
|
|||||
|
2022
Q4 | $242K | Hold |
|
|||||
|
2022
Q3 | $216K | Hold |
|
|||||
|
2022
Q2 | $224K | Hold |
|
|||||
|
2022
Q1 | $270K | Hold |
|
|||||
|
2021
Q4 | $277K | Hold |
|
|||||
|
2021
Q3 | $264K | Hold |
|
|||||
|
2021
Q2 | $259K | Hold |
|
|||||
|
2021
Q1 | $240K | Buy |
|
|||||
|
2020
Q4 | $194K | Hold |
|
|||||
|
2020
Q3 | $165K | Hold |
|
|||||
|
2020
Q2 | $160K | Sell |
|
|||||
|
2020
Q1 | $155K | Hold |
|
|||||
|
2019
Q4 | $219K | Hold |
|
|||||
|
2019
Q3 | $205K | Hold |
|
|||||
|
2019
Q2 | $200K | Hold |
|
|||||
|
2019
Q1 | $188K | Sell |
|
|||||
|
2018
Q4 | $249K | Sell |
|
|||||
|
2018
Q3 | $309K | Sell |
|
|||||
|
2018
Q2 | $324K | Hold |
|
|||||
|
2018
Q1 | $326K | Sell |
|
|||||
|
2017
Q4 | $907K | Buy |
|
|||||
|
2017
Q3 | $787K | Hold |
|
|||||
|
2017
Q2 | $755K | Hold |
|
|||||
|
2017
Q1 | $731K | Hold |
|
|||||
|
2016
Q4 | $712K | Buy |
|
|||||
|
2016
Q3 | $609K | Sell |
|
|||||
|
2016
Q2 | $647K | Buy |
|
|||||
|
2016
Q1 | $586K | Sell |
|
|||||
|
2015
Q4 | $614K | Sell |
|
|||||
|
2015
Q3 | $616K | Buy |
|
|||||
|
2015
Q2 | $583K | Hold |
|
|||||
|
2015
Q1 | $579K | Hold |
|
|||||
|
2014
Q4 | $586K | Hold |
|
|||||
|
2014
Q3 | $544K | Hold |
|
|||||
|
2014
Q2 | $540K | Hold |
|
|||||
|
2014
Q1 | $531K | Hold |
|
|||||
|
2013
Q4 | $521K | Sell |
|
|||||
|
2013
Q3 | $484K | Hold |
|
|||||
|
2013
Q2 | $472K | Buy |
|