Wulff, Hansen & Co’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Hold |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $415K | Buy |
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