Atria Wealth Solutions’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 | $233K | Sell |
|
|||||
|
2025
Q1 | $250K | Buy |
|
|||||
|
2024
Q4 | $248K | Buy |
|
|||||
|
2024
Q3 | $202K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $314K | Sell |
|
|||||
|
2023
Q4 | $297K | Sell |
|
|||||
|
2023
Q3 | $349K | Sell |
|
|||||
|
2023
Q2 | $383K | Sell |
|
|||||
|
2023
Q1 | $699K | Sell |
|
|||||
|
2022
Q4 | $808K | Buy |
|
|||||
|
2022
Q3 | $714K | Sell |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.43M | Buy |
|