Aptus Capital 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
Q3 | $203K | Buy |
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|
2025
Q2 | $194K | Buy |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $170K | Buy |
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|
2024
Q3 | $38K | Hold |
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|
2024
Q2 | $34.9K | Hold |
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|
2024
Q1 | $35.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.66K | Sell |
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|
2022
Q4 | $13.5K | Hold |
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|
2022
Q3 | $12K | Buy |
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