Advisornet Financial’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $368K | Sell |
4,444
-31
| -0.7% | -$2.72K | 0.02% | 456 |
|
|
2025
Q4 | $413K | Sell |
4,475
-33,392
| -88% | -$2.98M | 0.02% | 432 |
|
|
2025
Q3 | $3.39M | Buy |
37,867
+3,517
| +10% | +$309K | 0.19% | 107 |
|
|
2025
Q2 | $2.94M | Sell |
34,350
-553
| -2% | -$43.9K | 0.19% | 111 |
|
|
2025
Q1 | $2.74M | Buy |
34,903
+32,314
| +1,248% | +$2.6M | 0.2% | 104 |
|
|
2024
Q4 | $201K | Sell |
2,589
-48
| -2% | -$3.7K | 0.02% | 510 |
|
|
2024
Q3 | $187K | Hold |
2,637
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $172K | Hold |
2,637
| – | – | 0.02% | 511 |
|
|
2024
Q1 | $175K | Sell |
2,637
-270
| -9% | -$16.8K | 0.02% | 501 |
|
|
2023
Q4 | $174K | Hold |
2,907
| – | – | 0.02% | 502 |
|
|
2023
Q3 | $150K | Sell |
2,907
-552
| -16% | -$29.9K | 0.01% | 509 |
|
|
2023
Q2 | $182K | Sell |
3,459
-1,302
| -27% | -$66K | 0.02% | 500 |
|
|
2023
Q1 | $240K | Buy |
4,761
+3
| +0.1% | +$164 | 0.02% | 435 |
|
|
2022
Q4 | $250K | Sell |
4,758
-3,318
| -41% | -$174K | 0.02% | 428 |
|
|
2022
Q3 | $380K | Buy |
8,076
+1,164
| +17% | +$61.1K | 0.04% | 374 |
|
|
2022
Q2 | $342K | Sell |
6,912
-147
| -2% | -$7.97K | 0.03% | 390 |
|
|
2022
Q1 | $424K | Sell |
7,059
-312
| -4% | -$19.7K | 0.03% | 397 |
|
|
2021
Q4 | $474K | Buy |
7,371
+1,389
| +23% | +$90.6K | 0.03% | 409 |
|
|
2021
Q3 | $375K | Buy |
5,982
+5,934
| +12,363% | +$372K | 0.03% | 419 |
|
|
2021
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 1645 |
|
|
2021
Q1 | $3K | Sell |
48
-513
| -91% | -$27.8K | ﹤0.01% | 1596 |
|
|
2020
Q4 | $28K | Sell |
561
-24,171
| -98% | -$1.09M | ﹤0.01% | 1036 |
|
|
2020
Q3 | $1.01M | Buy |
24,732
+2,229
| +10% | +$91.9K | 0.09% | 218 |
|
|
2020
Q2 | $896K | Buy |
+22,503
| New | +$865K | 0.07% | 238 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
