Ancora Advisors’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
Q2 | $20.5K | Hold |
|
|||||
|
2025
Q1 | $18.9K | Hold |
|
|||||
|
2024
Q4 | $18.7K | Hold |
|
|||||
|
2024
Q3 | $17K | Hold |
|
|||||
|
2024
Q2 | $15.7K | Sell |
|
|||||
|
2024
Q1 | $21.5K | Hold |
|
|||||
|
2023
Q4 | $19.4K | Hold |
|
|||||
|
2023
Q3 | $16.7K | Hold |
|
|||||
|
2023
Q2 | $17.1K | Hold |
|
|||||
|
2023
Q1 | $16.3K | Buy |
|
|||||
|
2022
Q4 | $13K | Hold |
|
|||||
|
2022
Q3 | $12K | Hold |
|
|||||
|
2022
Q2 | $12K | Hold |
|
|||||
|
2022
Q1 | $15K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $28K | Sell |
|
|||||
|
2021
Q1 | $38K | Buy |
|
|||||
|
2020
Q4 | $9K | Sell |
|
|||||
|
2020
Q3 | $67K | Buy |
|