XF
XML Financial’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
111,424
-301
| -0.3% | -$36.4K | 1.17% | 18 |
|
|
2025
Q1 | $12.6M | Sell |
111,725
-1,142
| -1% | -$129K | 1.18% | 18 |
|
|
2024
Q4 | $12.5M | Buy |
112,867
+1,262
| +1% | +$140K | 1.14% | 18 |
|
|
2024
Q3 | $11.6M | Buy |
111,605
+4,314
| +4% | +$448K | 1.08% | 21 |
|
|
2024
Q2 | $10.1M | Buy |
107,291
+3,379
| +3% | +$320K | 1.02% | 23 |
|
|
2024
Q1 | $9.94M | Buy |
103,912
+1,433
| +1% | +$137K | 1.02% | 24 |
|
|
2023
Q4 | $8.75M | Buy |
102,479
+3,627
| +4% | +$310K | 0.92% | 26 |
|
|
2023
Q3 | $7.39M | Sell |
98,852
-1,377
| -1% | -$103K | 0.89% | 30 |
|
|
2023
Q2 | $7.48M | Buy |
100,229
+2,270
| +2% | +$169K | 0.87% | 33 |
|
|
2023
Q1 | $6.97M | Buy |
97,959
+5,749
| +6% | +$409K | 0.85% | 37 |
|
|
2022
Q4 | $6.96M | Sell |
92,210
-4,012
| -4% | -$303K | 0.87% | 37 |
|
|
2022
Q3 | $6.5M | Buy |
96,222
+4,383
| +5% | +$296K | 0.9% | 38 |
|
|
2022
Q2 | $6.43M | Buy |
91,839
+8,233
| +10% | +$576K | 1.45% | 23 |
|
|
2022
Q1 | $7.07M | Buy |
83,606
+25,803
| +45% | +$2.18M | 0.84% | 37 |
|
|
2021
Q4 | $5.01M | Buy |
57,803
+7,425
| +15% | +$644K | 0.6% | 52 |
|
|
2021
Q3 | $4.16M | Buy |
50,378
+3,675
| +8% | +$303K | 0.56% | 56 |
|
|
2021
Q2 | $3.79M | Buy |
46,703
+4,940
| +12% | +$400K | 0.83% | 34 |
|
|
2021
Q1 | $3.13M | Buy |
41,763
+2,867
| +7% | +$215K | 0.76% | 36 |
|
|
2020
Q4 | $2.6M | Buy |
38,896
+21,440
| +123% | +$1.43M | 0.67% | 40 |
|
|
2020
Q3 | $1.98M | Hold |
17,456
| – | – | 0.62% | 40 |
|
|
2020
Q2 | $1.92M | Buy |
17,456
+735
| +4% | +$81K | 0.67% | 36 |
|
|
2020
Q1 | $1.63M | Sell |
16,721
-1,238
| -7% | -$120K | 0.7% | 39 |
|
|
2019
Q4 | $2.47M | Buy |
+17,959
| New | +$2.47M | 0.9% | 29 |
|