Avantax Advisory Services’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 | $708K | Sell |
8,276
-565
| -6% | -$48.4K | ﹤0.01% | 1370 |
|
|
2025
Q1 | $694K | Buy |
8,841
+1,542
| +21% | +$121K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $568K | Buy |
7,299
+181
| +3% | +$14.1K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $506K | Sell |
7,118
-243
| -3% | -$17.3K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $480K | Sell |
7,361
-309
| -4% | -$20.2K | ﹤0.01% | 1390 |
|
|
2024
Q1 | $509K | Sell |
7,670
-535
| -7% | -$35.5K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $490K | Buy |
8,205
+936
| +13% | +$55.9K | ﹤0.01% | 991 |
|
|
2023
Q3 | $375K | Hold |
7,269
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q2 | $383K | Buy |
7,269
+492
| +7% | +$25.9K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $341K | Sell |
6,777
-102
| -1% | -$5.13K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $361K | Sell |
6,879
-219
| -3% | -$11.5K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $334K | Sell |
7,098
-195
| -3% | -$9.18K | 0.01% | 952 |
|
|
2022
Q2 | $360K | Sell |
7,293
-159
| -2% | -$7.85K | 0.01% | 925 |
|
|
2022
Q1 | $446K | Sell |
7,452
-57
| -0.8% | -$3.41K | 0.01% | 834 |
|
|
2021
Q4 | $483K | Buy |
7,509
+945
| +14% | +$60.8K | 0.01% | 773 |
|
|
2021
Q3 | $411K | Buy |
6,564
+48
| +0.7% | +$3.01K | 0.01% | 791 |
|
|
2021
Q2 | $400K | Sell |
6,516
-306
| -4% | -$18.8K | 0.01% | 786 |
|
|
2021
Q1 | $389K | Sell |
6,822
-17,751
| -72% | -$1.01M | 0.01% | 701 |
|
|
2020
Q4 | $1.24M | Sell |
24,573
-12,852
| -34% | -$647K | 0.03% | 359 |
|
|
2020
Q3 | $1.52M | Buy |
37,425
+27,942
| +295% | +$1.13M | 0.02% | 417 |
|
|
2020
Q2 | $376K | Hold |
9,483
| – | – | 0.01% | 559 |
|
|
2020
Q1 | $325K | Hold |
9,483
| – | – | 0.01% | 549 |
|
|
2019
Q4 | $479K | Sell |
9,483
-3,555
| -27% | -$180K | 0.01% | 491 |
|
|
2019
Q3 | $593K | Sell |
13,038
-10,128
| -44% | -$461K | 0.02% | 294 |
|
|
2019
Q2 | $1.03M | Sell |
23,166
-17,655
| -43% | -$788K | 0.05% | 189 |
|
|
2019
Q1 | $1.7M | Buy |
40,821
+2,442
| +6% | +$102K | 0.09% | 126 |
|
|
2018
Q4 | $1.44M | Buy |
+38,379
| New | +$1.44M | 0.24% | 104 |
|