Atria Wealth Solutions’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 | $233K | Sell |
2,683
-501
| -16% | -$43.6K | 0.01% | 1289 |
|
|
2025
Q1 | $250K | Buy |
3,184
+1
| +0% | +$79 | ﹤0.01% | 1579 |
|
|
2024
Q4 | $248K | Buy |
3,183
+342
| +12% | +$26.6K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $202K | Buy |
+2,841
| New | +$202K | ﹤0.01% | 1772 |
|
|
2024
Q2 | – | Sell |
-4,729
| Closed | -$314K | – | 1976 |
|
|
2024
Q1 | $314K | Sell |
4,729
-245
| -5% | -$16.2K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $297K | Sell |
4,974
-1,788
| -26% | -$107K | ﹤0.01% | 1500 |
|
|
2023
Q3 | $349K | Sell |
6,762
-504
| -7% | -$26K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $383K | Sell |
7,266
-6,633
| -48% | -$349K | 0.01% | 1289 |
|
|
2023
Q1 | $699K | Sell |
13,899
-1,491
| -10% | -$75K | 0.01% | 960 |
|
|
2022
Q4 | $808K | Buy |
15,390
+222
| +1% | +$11.7K | 0.01% | 854 |
|
|
2022
Q3 | $714K | Sell |
15,168
-6,420
| -30% | -$302K | 0.01% | 847 |
|
|
2022
Q2 | $1.07M | Sell |
21,588
-2,112
| -9% | -$104K | 0.02% | 647 |
|
|
2022
Q1 | $1.43M | Buy |
+23,700
| New | +$1.43M | 0.02% | 591 |
|