Advisors Capital Management’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
Q1 | – | Sell |
-12,941
| Closed | -$1.01M | – | 519 |
|
|
2024
Q4 | $1.01M | Sell |
12,941
-767
| -6% | -$59.7K | 0.02% | 295 |
|
|
2024
Q3 | $974K | Buy |
13,708
+105
| +0.8% | +$7.46K | 0.02% | 294 |
|
|
2024
Q2 | $887K | Sell |
13,603
-490
| -3% | -$32K | 0.02% | 301 |
|
|
2024
Q1 | $934K | Buy |
14,093
+224
| +2% | +$14.8K | 0.02% | 298 |
|
|
2023
Q4 | $829K | Buy |
+13,869
| New | +$829K | 0.02% | 302 |
|