Advisor Group’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.26M | Buy |
24,897
+12,978
| +109% | +$656K | 0.01% | 1060 |
|
|
2019
Q3 | $542K | Sell |
11,919
-6,222
| -34% | -$283K | ﹤0.01% | 1556 |
|
|
2019
Q2 | $810K | Sell |
18,141
-7,002
| -28% | -$313K | 0.01% | 1268 |
|
|
2019
Q1 | $1.05M | Sell |
25,143
-9,108
| -27% | -$379K | 0.01% | 1058 |
|
|
2018
Q4 | $1.28M | Buy |
34,251
+14,316
| +72% | +$537K | 0.01% | 819 |
|
|
2018
Q3 | $885K | Buy |
19,935
+996
| +5% | +$44.2K | 0.01% | 1072 |
|
|
2018
Q2 | $818K | Sell |
18,939
-2,022
| -10% | -$87.3K | 0.01% | 979 |
|
|
2018
Q1 | $916K | Sell |
20,961
-7,497
| -26% | -$328K | 0.01% | 928 |
|
|
2017
Q4 | $1.24M | Buy |
28,458
+19,428
| +215% | +$844K | 0.02% | 766 |
|
|
2017
Q3 | $361K | Sell |
9,030
-34,218
| -79% | -$1.37M | 0.01% | 1400 |
|
|
2017
Q2 | $1.63M | Buy |
43,248
+3,411
| +9% | +$129K | 0.03% | 550 |
|
|
2017
Q1 | $1.45M | Buy |
39,837
+13,758
| +53% | +$500K | 0.03% | 563 |
|
|
2016
Q4 | $923K | Buy |
26,079
+1,563
| +6% | +$55.3K | 0.02% | 694 |
|
|
2016
Q3 | $718K | Sell |
24,516
-12,642
| -34% | -$370K | 0.02% | 791 |
|
|
2016
Q2 | $997K | Buy |
+37,158
| New | +$997K | 0.03% | 617 |
|