Apexium Financial’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 | $715K | Hold |
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|
2025
Q2 | $683K | Hold |
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|
2025
Q1 | $627K | Hold |
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|
2024
Q4 | $621K | Hold |
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $392K | Buy |
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