Aptus Capital 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 | $194K | Buy |
2,268
+178
| +9% | +$15.2K | ﹤0.01% | 945 |
|
|
2025
Q1 | $164K | Sell |
2,090
-94
| -4% | -$7.39K | ﹤0.01% | 925 |
|
|
2024
Q4 | $170K | Buy |
2,184
+1,649
| +308% | +$128K | ﹤0.01% | 913 |
|
|
2024
Q3 | $38K | Hold |
535
| – | – | ﹤0.01% | 966 |
|
|
2024
Q2 | $34.9K | Hold |
535
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $35.5K | Buy |
+535
| New | +$35.5K | ﹤0.01% | 918 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$1.66K | – | 823 |
|
|
2023
Q1 | $1.66K | Sell |
33
-225
| -87% | -$11.3K | ﹤0.01% | 759 |
|
|
2022
Q4 | $13.5K | Hold |
258
| – | – | ﹤0.01% | 675 |
|
|
2022
Q3 | $12K | Buy |
+258
| New | +$12K | ﹤0.01% | 643 |
|