Apexium Financial’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 | $683K | Hold |
7,980
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $627K | Hold |
7,980
| – | – | 0.04% | 154 |
|
|
2024
Q4 | $621K | Hold |
7,980
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $567K | Hold |
7,980
| – | – | 0.04% | 134 |
|
|
2024
Q2 | $520K | Hold |
7,980
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $529K | Hold |
7,980
| – | – | 0.04% | 136 |
|
|
2023
Q4 | $477K | Hold |
7,980
| – | – | 0.03% | 175 |
|
|
2023
Q3 | $414K | Sell |
7,980
-351
| -4% | -$18.2K | 0.04% | 143 |
|
|
2023
Q2 | $439K | Hold |
8,331
| – | – | 0.04% | 145 |
|
|
2023
Q1 | $419K | Hold |
8,331
| – | – | 0.04% | 145 |
|
|
2022
Q4 | $437K | Hold |
8,331
| – | – | 0.05% | 140 |
|
|
2022
Q3 | $392K | Buy |
+8,331
| New | +$392K | 0.05% | 135 |
|