AssetMark Inc’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
Q2 | $1.97K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $9.66M | Buy |
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|
2021
Q2 | $8.52M | Buy |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $5.17M | Sell |
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|
2018
Q4 | $5.44M | Buy |
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|
2018
Q3 | $5.94M | Buy |
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|
2018
Q2 | $5.51M | Buy |
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|
2018
Q1 | $4.77M | Buy |
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|
2017
Q4 | $4.48M | Sell |
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|
2017
Q3 | $61.5M | Buy |
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|
2017
Q2 | $591K | Buy |
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|
2017
Q1 | $436K | Buy |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $73.3M | Sell |
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|
2015
Q3 | $108M | Buy |
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|
2015
Q2 | $8K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13.7M | Buy |
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|
2014
Q3 | $5.18M | Buy |
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