Whittier Trust’s iShares US Financials ETF IYF Stock Holding History

Whittier Trust’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.4K	Hold	210	–	–	﹤0.01%	1071
2025 Q1	$23.7K	Hold	210	–	–	﹤0.01%	1070
2024 Q4	$23.2K	Buy	+210	New	+$23.2K	﹤0.01%	1073
2024 Q2	–	Sell	-1,050	Closed	-$100K	–	1555
2024 Q1	$100K	Hold	1,050	–	–	﹤0.01%	782
2023 Q4	$89.7K	Hold	1,050	–	–	﹤0.01%	795
2023 Q3	$78.5K	Hold	1,050	–	–	﹤0.01%	825
2023 Q2	$78.3K	Hold	1,050	–	–	﹤0.01%	830
2023 Q1	$74.7K	Hold	1,050	–	–	﹤0.01%	883
2022 Q4	$79.2K	Hold	1,050	–	–	﹤0.01%	871
2022 Q3	$71K	Hold	1,050	–	–	﹤0.01%	899
2022 Q2	$73K	Hold	1,050	–	–	﹤0.01%	880
2022 Q1	$89K	Hold	1,050	–	–	﹤0.01%	850
2021 Q4	$91K	Hold	1,050	–	–	﹤0.01%	846
2021 Q3	$87K	Hold	1,050	–	–	﹤0.01%	813
2021 Q2	$85K	Hold	1,050	–	–	﹤0.01%	830
2021 Q1	$79K	Hold	1,050	–	–	﹤0.01%	826
2020 Q4	$70K	Sell	1,050 -750	-42%	-$50K	﹤0.01%	786
2020 Q3	$102K	Hold	1,800	–	–	﹤0.01%	699
2020 Q2	$99K	Sell	1,800 -138	-7%	-$7.59K	﹤0.01%	677
2020 Q1	$94K	Hold	1,938	–	–	﹤0.01%	670
2019 Q4	$134K	Hold	1,938	–	–	﹤0.01%	637
2019 Q3	$125K	Hold	1,938	–	–	﹤0.01%	638
2019 Q2	$122K	Hold	1,938	–	–	﹤0.01%	622
2019 Q1	$114K	Sell	1,938 -11,702	-86%	-$688K	﹤0.01%	631
2018 Q4	$725K	Buy	13,640 +11,840	+658%	+$629K	0.02%	320
2018 Q3	$109K	Hold	1,800	–	–	﹤0.01%	622
2018 Q2	$105K	Hold	1,800	–	–	﹤0.01%	616
2018 Q1	$106K	Sell	1,800 -92	-5%	-$5.42K	﹤0.01%	633
2017 Q4	$113K	Hold	1,892	–	–	﹤0.01%	602
2017 Q3	$106K	Hold	1,892	–	–	﹤0.01%	600
2017 Q2	$102K	Hold	1,892	–	–	﹤0.01%	578
2017 Q1	$98K	Hold	1,892	–	–	﹤0.01%	589
2016 Q4	$96K	Hold	1,892	–	–	﹤0.01%	593
2016 Q3	$85K	Hold	1,892	–	–	﹤0.01%	608
2016 Q2	$81K	Sell	1,892 -2,328	-55%	-$99.7K	﹤0.01%	632
2016 Q1	$179K	Sell	4,220 -2,982	-41%	-$126K	0.01%	472
2015 Q4	$318K	Buy	7,202 +2,982	+71%	+$132K	0.01%	399
2015 Q3	$177K	Hold	4,220	–	–	0.01%	469
2015 Q2	$189K	Hold	4,220	–	–	0.01%	485
2015 Q1	$188K	Hold	4,220	–	–	0.01%	474
2014 Q4	$190K	Hold	4,220	–	–	0.01%	450
2014 Q3	$177K	Hold	4,220	–	–	0.01%	448
2014 Q2	$175K	Hold	4,220	–	–	0.01%	452
2014 Q1	$173K	Hold	4,220	–	–	0.01%	461
2013 Q4	$169K	Sell	4,220 -2,050	-33%	-$82.1K	0.01%	463
2013 Q3	$230K	Hold	6,270	–	–	0.01%	420
2013 Q2	$224K	Buy	+6,270	New	+$224K	0.01%	413