Finley Financial, LLC IYF Holdings History
Finley Financial, LLC's iShares U.S. Financials ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 73,625.00 shares of iShares U.S. Financials ETF(IYF), totaling $8.91 Mil. This investment constitutes 4.48% of their stock portfolio, and Finley Financial, LLC now holds 0.24% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $113.72 for 655.00 shares. Based on historical transaction data and IYF's current price of $123.64, Finley Financial, LLC's estimated gain on his IYF holdings is $896,005.00, reflecting a 10.82% gain to date.
Finley Financial, LLC IYF ($123.64) Holding Chart
Finley Financial, LLC IYF ($123.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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