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Francois Rochon

Giverny Capital

Francois Rochon iShares U.S. Financials ETF stake

total: 126

Giverny Capital IYF trades

Total transactions:
6
New positions:
1
Sold out:
1
Reduced:
4
Held since:
2021 Q1
Held for:
11 quarters
Latest activity:
2023 Q4
According to 2026 Q2 report, Francois Rochon doesn't hold any iShares U.S. Financials ETF (IYF) shares. To date, the estimated cost basis is nearly $74.92 for "buy" trades and estimated average "sell" price is $74.57. Giverny Capital first purchased IYF in 2021 Q1, initially acquiring 3,110 shares. Since the initial investment in iShares U.S. Financials ETF (IYF), Giverny Capital has made 5 more transactions.

When did Francois Rochon sell iShares U.S. Financials ETF (IYF)?

Francois Rochon sold off the entire iShares U.S. Financials ETF (IYF) position in 2023 Q4.

When did Francois Rochon buy iShares U.S. Financials ETF (IYF)?

Francois Rochon first invested in iShares U.S. Financials ETF (IYF) in 2021 Q1 at the reported quarter-end price of $74.92 per share.

What's the cost basis of Giverny Capital's IYF stake?

The estimated cost basis for iShares U.S. Financials ETF (IYF) stake is around $74.92 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$74.92
Weighted AVG sell price:
$74.57

Francois Rochon's historical trades in iShares U.S. Financials ETF

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q4
0.00%
0
$74.76
-100% (-2,803)
-0.01%
2023 Q3
0.01%
2,803
$74.76
$209,552
-1.06% (-30)
-0%
2023 Q2
0.01%
2,833
$74.61
$211,370
-1.53% (-44)
-0%
2023 Q1
0.01%
2,877
$71.14
$204,670
-5.70% (-174)
-0%
2022 Q4
0.01%
3,051
$75.47
$230,259
-1.90% (-59)
-0%
2021 Q1
0.02%
3,110
$74.92
$233,000
new
+0.02%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.