Arax Advisory Partners’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 | $78.9K | Buy |
922
+15
| +2% | +$1.28K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $71.2K | Buy |
907
+49
| +6% | +$3.85K | ﹤0.01% | 831 |
|
|
2024
Q4 | $66.8K | Buy |
858
+333
| +63% | +$25.9K | ﹤0.01% | 809 |
|
|
2024
Q3 | $37.3K | Hold |
525
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $34.2K | Hold |
525
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $34.8K | Hold |
525
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $31.4K | Hold |
525
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $27.1K | Buy |
+525
| New | +$27.1K | ﹤0.01% | 548 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$7K | – | 1238 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 657 |
|