Wulff, Hansen & Co’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 | $336K | Hold |
2,775
| – | – | 0.29% | 82 |
|
|
2025
Q1 | $313K | Hold |
2,775
| – | – | 0.29% | 81 |
|
|
2024
Q4 | $307K | Hold |
2,775
| – | – | 0.29% | 76 |
|
|
2024
Q3 | $288K | Hold |
2,775
| – | – | 0.26% | 83 |
|
|
2024
Q2 | $262K | Hold |
2,775
| – | – | 0.26% | 82 |
|
|
2024
Q1 | $265K | Hold |
2,775
| – | – | 0.27% | 76 |
|
|
2023
Q4 | $237K | Sell |
2,775
-510
| -16% | -$43.6K | 0.26% | 77 |
|
|
2023
Q3 | $246K | Hold |
3,285
| – | – | 0.29% | 74 |
|
|
2023
Q2 | $245K | Hold |
3,285
| – | – | 0.27% | 74 |
|
|
2023
Q1 | $234K | Hold |
3,285
| – | – | 0.27% | 76 |
|
|
2022
Q4 | $248K | Sell |
3,285
-825
| -20% | -$62.3K | 0.3% | 68 |
|
|
2022
Q3 | $278K | Hold |
4,110
| – | – | 0.35% | 69 |
|
|
2022
Q2 | $288K | Sell |
4,110
-675
| -14% | -$47.3K | 0.33% | 72 |
|
|
2022
Q1 | $404K | Hold |
4,785
| – | – | 0.38% | 65 |
|
|
2021
Q4 | $415K | Buy |
+4,785
| New | +$415K | 0.36% | 66 |
|