Ancora Advisors’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 | $20.5K | Hold |
240
| – | – | ﹤0.01% | 1207 |
|
|
2025
Q1 | $18.9K | Hold |
240
| – | – | ﹤0.01% | 1191 |
|
|
2024
Q4 | $18.7K | Hold |
240
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q3 | $17K | Hold |
240
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q2 | $15.7K | Sell |
240
-84
| -26% | -$5.48K | ﹤0.01% | 1182 |
|
|
2024
Q1 | $21.5K | Hold |
324
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q4 | $19.4K | Hold |
324
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q3 | $16.7K | Hold |
324
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q2 | $17.1K | Hold |
324
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q1 | $16.3K | Buy |
324
+75
| +30% | +$3.77K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $13K | Hold |
249
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q3 | $12K | Hold |
249
| – | – | ﹤0.01% | 1408 |
|
|
2022
Q2 | $12K | Hold |
249
| – | – | ﹤0.01% | 1501 |
|
|
2022
Q1 | $15K | Buy |
+249
| New | +$15K | ﹤0.01% | 1591 |
|
|
2021
Q3 | – | Sell |
-450
| Closed | -$28K | – | 2226 |
|
|
2021
Q2 | $28K | Sell |
450
-207
| -32% | -$12.9K | ﹤0.01% | 1234 |
|
|
2021
Q1 | $38K | Buy |
657
+474
| +259% | +$27.4K | ﹤0.01% | 1127 |
|
|
2020
Q4 | $9K | Sell |
183
-1,452
| -89% | -$71.4K | ﹤0.01% | 1196 |
|
|
2020
Q3 | $67K | Buy |
+1,635
| New | +$67K | ﹤0.01% | 774 |
|