WJ Wealth Management’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 | $276K | Buy |
+2,280
| New | +$276K | 0.09% | 84 |
|
|
2022
Q2 | – | Sell |
-6,755
| Closed | -$570K | – | 55 |
|
|
2022
Q1 | $570K | Buy |
6,755
+1,575
| +30% | +$133K | 0.38% | 25 |
|
|
2021
Q4 | $448K | Buy |
5,180
+300
| +6% | +$25.9K | 0.27% | 35 |
|
|
2021
Q3 | $400K | Sell |
4,880
-513
| -10% | -$42K | 0.27% | 41 |
|
|
2021
Q2 | $437K | Buy |
+5,393
| New | +$437K | 1.35% | 21 |
|