Advisory Services Network’s iShares US Financial Services ETF IYG Stock Holding History

Advisory Services Network’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.51M	Buy	30,279 +1,332	+5%	+$117K	0.03%	555
2025 Q4	$2.67M	Buy	28,947 +796	+3%	+$71K	0.04%	498
2025 Q3	$2.52M	Buy	28,151 +67	+0.2%	+$5.89K	0.04%	498
2025 Q2	$2.44M	Buy	28,084 +8,549	+44%	+$678K	0.04%	485
2025 Q1	$1.53M	Buy	19,535 +1,134	+6%	+$91.3K	0.03%	595
2024 Q4	$1.43M	Sell	18,401 -524	-3%	-$40.4K	0.03%	601
2024 Q3	$1.23M	Hold	18,925	–	–	0.03%	639
2024 Q2	$1.23M	Sell	18,925 -136	-0.7%	-$8.83K	0.03%	639
2024 Q1	$1.26M	Buy	19,061 +455	+2%	+$28.3K	0.03%	601
2023 Q4	$1.11M	Sell	18,606 -189	-1%	-$10.2K	0.03%	594
2023 Q3	$969K	Sell	18,795 -264	-1%	-$14.3K	0.03%	643
2023 Q2	$1M	Sell	19,059 -1,350	-7%	-$68.4K	0.03%	629
2023 Q1	$1.03M	Sell	20,409 -1,524	-7%	-$83.2K	0.03%	604
2022 Q4	$1.15M	Sell	21,933 -3,489	-14%	-$183K	0.04%	543
2022 Q3	$1.2M	Buy	25,422 +2,388	+10%	+$125K	0.04%	490
2022 Q2	$1.14M	Sell	23,034 -1,824	-7%	-$98.9K	0.04%	523
2022 Q1	$1.5M	Sell	24,858 -179,331	-88%	-$11.3M	0.04%	492
2021 Q4	$13.1M	Buy	204,189 +13,656	+7%	+$890K	0.38%	40
2021 Q3	$12M	Buy	190,533 +15,999	+9%	+$1M	0.38%	37
2021 Q2	$10.8M	Buy	174,534 +162,657	+1,370%	+$9.94M	0.34%	45
2021 Q1	$678K	Buy	11,877 +1,071	+10%	+$58K	0.03%	707
2020 Q4	$541K	Sell	10,806 -8,988	-45%	-$405K	0.02%	705
2020 Q3	$805K	Sell	19,794 -327	-2%	-$13.5K	0.04%	470
2020 Q2	$801K	Buy	20,121 +13,953	+226%	+$536K	0.04%	444
2020 Q1	$211K	Buy	6,168 +690	+13%	+$31.5K	0.01%	798
2019 Q4	$277K	Buy	5,478 +2,340	+75%	+$112K	0.01%	805
2019 Q3	$140K	Hold	3,138	–	–	0.01%	939
2019 Q2	$140K	Buy	3,138 +1,980	+171%	+$86.7K	0.01%	937
2019 Q1	$48K	Buy	1,158 +384	+50%	+$15.9K	﹤0.01%	1260
2018 Q4	$29K	Sell	774 -12	-2%	-$495	﹤0.01%	1340
2018 Q3	$35K	Buy	+786	New	+$35.6K	﹤0.01%	1364
2018 Q2	–	Sell	-1,065	Closed	-$46K	–	2598
2018 Q1	$46K	Buy	+1,065	New	+$48.4K	﹤0.01%	1355
2017 Q2	–	Sell	-372	Closed	-$14K	–	2342
2017 Q1	$14K	Buy	+372	New	+$13.7K	﹤0.01%	1348
2016 Q1	–	Sell	-30	Closed	-$1K	–	1735
2015 Q4	$1K	Buy	+30	New	+$910	﹤0.01%	1437
2014 Q1	–	Sell	-120	Closed	-$3K	–	515
2013 Q4	$3K	Buy	+120	New	+$3.16K	﹤0.01%	931