Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
34,350
-553
| -2% | -$47.3K | 0.19% | 111 |
|
|
2025
Q1 | $2.74M | Buy |
34,903
+32,314
| +1,248% | +$2.54M | 0.2% | 104 |
|
|
2024
Q4 | $201K | Sell |
2,589
-48
| -2% | -$3.74K | 0.02% | 509 |
|
|
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% | -$17.9K | 0.02% | 501 |
|
|
2023
Q4 | $174K | Hold |
2,907
| – | – | 0.02% | 502 |
|
|
2023
Q3 | $150K | Sell |
2,907
-552
| -16% | -$28.5K | 0.01% | 509 |
|
|
2023
Q2 | $182K | Sell |
3,459
-1,302
| -27% | -$68.6K | 0.02% | 500 |
|
|
2023
Q1 | $240K | Buy |
4,761
+3
| +0.1% | +$151 | 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% | +$54.8K | 0.04% | 373 |
|
|
2022
Q2 | $342K | Sell |
6,912
-147
| -2% | -$7.27K | 0.03% | 389 |
|
|
2022
Q1 | $424K | Sell |
7,059
-312
| -4% | -$18.7K | 0.03% | 396 |
|
|
2021
Q4 | $474K | Buy |
7,371
+1,389
| +23% | +$89.3K | 0.03% | 407 |
|
|
2021
Q3 | $375K | Buy |
5,982
+5,934
| +12,363% | +$372K | 0.03% | 418 |
|
|
2021
Q2 | $3K | Hold |
48
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q1 | $3K | Sell |
48
-513
| -91% | -$32.1K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $28K | Sell |
561
-24,171
| -98% | -$1.21M | ﹤0.01% | 1029 |
|
|
2020
Q3 | $1.01M | Buy |
24,732
+2,229
| +10% | +$90.7K | 0.09% | 218 |
|
|
2020
Q2 | $896K | Buy |
+22,503
| New | +$896K | 0.07% | 238 |
|