AMG National Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $825K | Sell |
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|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $500K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $446K | Hold |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $531K | Hold |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $466K | Hold |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $510K | Buy |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q3 | $455K | Buy |
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|
2018
Q2 | $442K | Hold |
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|
2018
Q1 | $447K | Sell |
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|
2017
Q4 | $546K | Buy |
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|
2017
Q3 | $435K | Sell |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $440K | Sell |
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|
2016
Q4 | $888K | Buy |
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|
2016
Q3 | $545K | Hold |
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|
2016
Q2 | $500K | Sell |
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|
2016
Q1 | $2.65M | Sell |
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|
2015
Q4 | $5.49M | Buy |
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|
2015
Q3 | $5.01M | Buy |
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|
2015
Q2 | $5.07M | Buy |
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|
2015
Q1 | $4.79M | Buy |
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|
2014
Q4 | $4.42M | Buy |
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|
2014
Q3 | $4.02M | Sell |
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|
2014
Q2 | $4.18M | Buy |
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|
2014
Q1 | $3.95M | Buy |
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|
2013
Q4 | $3.71M | Buy |
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|
2013
Q3 | $3.25M | Hold |
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|
2013
Q2 | $3.14M | Buy |
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