AE Wealth 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
Q2 | $46.9K | Buy |
548
+20
| +4% | +$1.71K | ﹤0.01% | 1617 |
|
|
2025
Q1 | $41.5K | Buy |
528
+55
| +12% | +$4.32K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $36.8K | Buy |
+473
| New | +$36.8K | ﹤0.01% | 1611 |
|
|
2021
Q1 | – | Sell |
-4,659
| Closed | -$233K | – | 1508 |
|
|
2020
Q4 | $233K | Sell |
4,659
-19,749
| -81% | -$988K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $993K | Sell |
24,408
-36,429
| -60% | -$1.48M | 0.01% | 635 |
|
|
2020
Q2 | $2.42M | Buy |
+60,837
| New | +$2.42M | 0.04% | 352 |
|