World Investment Advisors’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 | $439K | Sell |
3,628
-44
| -1% | -$5.32K | 0.01% | 783 |
|
|
2025
Q1 | $414K | Buy |
3,672
+307
| +9% | +$34.6K | 0.01% | 749 |
|
|
2024
Q4 | $372K | Buy |
3,365
+15
| +0.4% | +$1.66K | 0.01% | 743 |
|
|
2024
Q3 | $348K | Buy |
3,350
+364
| +12% | +$37.8K | 0.01% | 687 |
|
|
2024
Q2 | $282K | Hold |
2,986
| – | – | 0.02% | 511 |
|
|
2024
Q1 | $286K | Buy |
+2,986
| New | +$286K | 0.04% | 315 |
|