WP 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 | $232K | Buy |
1,920
+6
| +0.3% | +$726 | 0.06% | 110 |
|
|
2025
Q1 | $216K | Buy |
1,914
+6
| +0.3% | +$677 | 0.07% | 106 |
|
|
2024
Q4 | $211K | Buy |
+1,908
| New | +$211K | 0.07% | 101 |
|
|
2023
Q1 | – | Sell |
-2,879
| Closed | -$217K | – | 104 |
|
|
2022
Q4 | $217K | Buy |
+2,879
| New | +$217K | 0.1% | 97 |
|
|
2022
Q2 | – | Sell |
-2,837
| Closed | -$240K | – | 112 |
|
|
2022
Q1 | $240K | Buy |
2,837
+11
| +0.4% | +$931 | 0.1% | 104 |
|
|
2021
Q4 | $245K | Buy |
2,826
+21
| +0.7% | +$1.82K | 0.1% | 100 |
|
|
2021
Q3 | $232K | Hold |
2,805
| – | – | 0.1% | 98 |
|
|
2021
Q2 | $227K | Sell |
2,805
-196
| -7% | -$15.9K | 0.09% | 97 |
|
|
2021
Q1 | $225K | Hold |
3,001
| – | – | 0.1% | 87 |
|
|
2020
Q4 | $200K | Buy |
+3,001
| New | +$200K | 0.1% | 87 |
|
|
2020
Q1 | – | Sell |
-2,942
| Closed | -$203K | – | 57 |
|
|
2019
Q4 | $203K | Buy |
+2,942
| New | +$203K | 0.21% | 63 |
|
|
2019
Q2 | – | Sell |
-2,904
| Closed | -$1.72K | – | 117 |
|
|
2019
Q1 | $1.72K | Buy |
+2,904
| New | +$1.72K | 0.19% | 64 |
|
|
2018
Q4 | – | Sell |
-2,862
| Closed | -$174K | – | 153 |
|
|
2018
Q3 | $174K | Buy |
2,862
+12
| +0.4% | +$730 | 0.16% | 67 |
|
|
2018
Q2 | $167K | Buy |
+2,850
| New | +$167K | 0.16% | 66 |
|