Whittier Trust’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 | $26.4K | Hold |
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|
2025
Q2 | $25.4K | Hold |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $23.2K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $100K | Hold |
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|
2023
Q4 | $89.7K | Hold |
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|
2023
Q3 | $78.5K | Hold |
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|
2023
Q2 | $78.3K | Hold |
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|
2023
Q1 | $74.7K | Hold |
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|
2022
Q4 | $79.2K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $91K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $70K | Sell |
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|
2020
Q3 | $102K | Hold |
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|
2020
Q2 | $99K | Sell |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $134K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $114K | Sell |
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|
2018
Q4 | $725K | Buy |
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|
2018
Q3 | $109K | Hold |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $106K | Sell |
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|
2017
Q4 | $113K | Hold |
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|
2017
Q3 | $106K | Hold |
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|
2017
Q2 | $102K | Hold |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $85K | Hold |
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|
2016
Q2 | $81K | Sell |
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|
2016
Q1 | $179K | Sell |
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|
2015
Q4 | $318K | Buy |
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|
2015
Q3 | $177K | Hold |
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|
2015
Q2 | $189K | Hold |
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|
2015
Q1 | $188K | Hold |
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|
2014
Q4 | $190K | Hold |
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|
2014
Q3 | $177K | Hold |
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|
2014
Q2 | $175K | Hold |
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|
2014
Q1 | $173K | Hold |
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|
2013
Q4 | $169K | Sell |
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|
2013
Q3 | $230K | Hold |
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|
2013
Q2 | $224K | Buy |
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