William Blair & Company’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 | $1.57M | Buy |
13,012
+1,610
| +14% | +$195K | ﹤0.01% | 772 |
|
|
2025
Q1 | $1.29M | Buy |
11,402
+752
| +7% | +$84.9K | ﹤0.01% | 816 |
|
|
2024
Q4 | $1.18M | Buy |
10,650
+3,091
| +41% | +$342K | ﹤0.01% | 848 |
|
|
2024
Q3 | $785K | Buy |
7,559
+487
| +7% | +$50.6K | ﹤0.01% | 978 |
|
|
2024
Q2 | $669K | Buy |
7,072
+1
| +0% | +$95 | ﹤0.01% | 1002 |
|
|
2024
Q1 | $676K | Buy |
7,071
+2
| +0% | +$191 | ﹤0.01% | 1000 |
|
|
2023
Q4 | $604K | Sell |
7,069
-96
| -1% | -$8.2K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $536K | Hold |
7,165
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q2 | $535K | Buy |
7,165
+2,002
| +39% | +$149K | ﹤0.01% | 1033 |
|
|
2023
Q1 | $367K | Sell |
5,163
-1,262
| -20% | -$89.8K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $485K | Sell |
6,425
-33
| -0.5% | -$2.49K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $436K | Buy |
6,458
+12
| +0.2% | +$810 | ﹤0.01% | 1091 |
|
|
2022
Q2 | $451K | Buy |
6,446
+9
| +0.1% | +$630 | ﹤0.01% | 1103 |
|
|
2022
Q1 | $544K | Sell |
6,437
-337
| -5% | -$28.5K | ﹤0.01% | 1125 |
|
|
2021
Q4 | $587K | Buy |
6,774
+52
| +0.8% | +$4.51K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $555K | Hold |
6,722
| – | – | ﹤0.01% | 1120 |
|
|
2021
Q2 | $545K | Hold |
6,722
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q1 | $503K | Sell |
6,722
-532
| -7% | -$39.8K | ﹤0.01% | 1115 |
|
|
2020
Q4 | $484K | Sell |
7,254
-5,396
| -43% | -$360K | ﹤0.01% | 1091 |
|
|
2020
Q3 | $718K | Buy |
12,650
+5,974
| +89% | +$339K | ﹤0.01% | 859 |
|
|
2020
Q2 | $368K | Sell |
6,676
-4,180
| -39% | -$230K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $528K | Sell |
10,856
-1,390
| -11% | -$67.6K | ﹤0.01% | 853 |
|
|
2019
Q4 | $844K | Hold |
12,246
| – | – | ﹤0.01% | 828 |
|
|
2019
Q3 | $788K | Sell |
12,246
-4,938
| -29% | -$318K | ﹤0.01% | 818 |
|
|
2019
Q2 | $1.08M | Buy |
17,184
+2,008
| +13% | +$126K | 0.01% | 737 |
|
|
2019
Q1 | $896K | Sell |
15,176
-1,462
| -9% | -$86.3K | 0.01% | 767 |
|
|
2018
Q4 | $885K | Buy |
16,638
+4,260
| +34% | +$227K | 0.01% | 726 |
|
|
2018
Q3 | $752K | Hold |
12,378
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $725K | Hold |
12,378
| – | – | ﹤0.01% | 824 |
|
|
2018
Q1 | $729K | Buy |
12,378
+6,128
| +98% | +$361K | 0.01% | 796 |
|
|
2017
Q4 | $373K | Buy |
6,250
+1,390
| +29% | +$83K | ﹤0.01% | 1057 |
|
|
2017
Q3 | $272K | Sell |
4,860
-5,160
| -51% | -$289K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $539K | Sell |
10,020
-1,850
| -16% | -$99.5K | ﹤0.01% | 953 |
|
|
2017
Q1 | $631K | Buy |
11,870
+1,300
| +12% | +$69.1K | 0.01% | 826 |
|
|
2016
Q4 | $536K | Buy |
10,570
+5,800
| +122% | +$294K | ﹤0.01% | 811 |
|
|
2016
Q3 | $215K | Buy |
+4,770
| New | +$215K | ﹤0.01% | 1112 |
|