Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,349
| Closed | -$556K | – | 64 |
|
|
2024
Q3 | $556K | Buy |
5,349
+374
| +8% | +$38.9K | 0.17% | 79 |
|
|
2024
Q2 | $470K | Buy |
4,975
+1,543
| +45% | +$146K | 0.16% | 84 |
|
|
2024
Q1 | $328K | Sell |
3,432
-1,500
| -30% | -$143K | 0.12% | 105 |
|
|
2023
Q4 | $421K | Sell |
4,932
-999
| -17% | -$85.3K | 0.17% | 75 |
|
|
2023
Q3 | $443K | Sell |
5,931
-2,678
| -31% | -$200K | 0.21% | 73 |
|
|
2023
Q2 | $642K | Sell |
8,609
-2,357
| -21% | -$176K | 0.3% | 52 |
|
|
2023
Q1 | $780K | Sell |
10,966
-1,466
| -12% | -$104K | 0.41% | 52 |
|
|
2022
Q4 | $938K | Sell |
12,432
-2,664
| -18% | -$201K | 0.54% | 37 |
|
|
2022
Q3 | $1.02M | Sell |
15,096
-28,858
| -66% | -$1.95M | 0.64% | 34 |
|
|
2022
Q2 | $3.08M | Buy |
43,954
+2,405
| +6% | +$168K | 2.11% | 14 |
|
|
2022
Q1 | $3.51M | Buy |
41,549
+2,440
| +6% | +$206K | 2.08% | 17 |
|
|
2021
Q4 | $3.39M | Buy |
+39,109
| New | +$3.39M | 1.9% | 22 |
|