YHB 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 | $236K | Hold |
1,950
| – | – | 0.02% | 283 |
|
|
2025
Q1 | $220K | Hold |
1,950
| – | – | 0.02% | 278 |
|
|
2024
Q4 | $216K | Hold |
1,950
| – | – | 0.02% | 268 |
|
|
2024
Q3 | $203K | Buy |
+1,950
| New | +$203K | 0.02% | 279 |
|
|
2023
Q2 | – | Sell |
-2,875
| Closed | -$205K | – | 286 |
|
|
2023
Q1 | $205K | Buy |
2,875
+25
| +0.9% | +$1.78K | 0.02% | 280 |
|
|
2022
Q4 | $215K | Sell |
2,850
-160
| -5% | -$12.1K | 0.02% | 271 |
|
|
2022
Q3 | $203K | Hold |
3,010
| – | – | 0.02% | 275 |
|
|
2022
Q2 | $211K | Hold |
3,010
| – | – | 0.02% | 268 |
|
|
2022
Q1 | $254K | Buy |
3,010
+50
| +2% | +$4.22K | 0.02% | 257 |
|
|
2021
Q4 | $257K | Buy |
2,960
+50
| +2% | +$4.34K | 0.02% | 285 |
|
|
2021
Q3 | $240K | Hold |
2,910
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $236K | Hold |
2,910
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $228K | Buy |
+2,910
| New | +$228K | 0.02% | 277 |
|
|
2020
Q2 | – | Sell |
-31,850
| Closed | -$332K | – | 179 |
|
|
2020
Q1 | $332K | Buy |
31,850
+28,708
| +914% | +$299K | 0.06% | 134 |
|
|
2019
Q4 | $216K | Buy |
+3,142
| New | +$216K | 0.03% | 179 |
|