Baird Financial Group’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 | $744K | Buy |
8,694
+320
| +4% | +$27.4K | ﹤0.01% | 1292 |
|
|
2025
Q1 | $658K | Buy |
8,374
+127
| +2% | +$9.98K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $642K | Buy |
8,247
+1,884
| +30% | +$147K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $452K | Sell |
6,363
-711
| -10% | -$50.5K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $461K | Sell |
7,074
-675
| -9% | -$44K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $514K | Hold |
7,749
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q4 | $463K | Buy |
7,749
+729
| +10% | +$43.5K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $362K | Sell |
7,020
-9
| -0.1% | -$464 | ﹤0.01% | 1452 |
|
|
2023
Q2 | $370K | Sell |
7,029
-1,284
| -15% | -$67.6K | ﹤0.01% | 1445 |
|
|
2023
Q1 | $418K | Buy |
8,313
+33
| +0.4% | +$1.66K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $434K | Buy |
8,280
+213
| +3% | +$11.2K | ﹤0.01% | 1343 |
|
|
2022
Q3 | $380K | Sell |
8,067
-114
| -1% | -$5.37K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $404K | Sell |
8,181
-774
| -9% | -$38.2K | ﹤0.01% | 1425 |
|
|
2022
Q1 | $538K | Buy |
8,955
+1,344
| +18% | +$80.7K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $490K | Sell |
7,611
-282
| -4% | -$18.2K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $495K | Buy |
7,893
+660
| +9% | +$41.4K | ﹤0.01% | 1468 |
|
|
2021
Q2 | $447K | Buy |
7,233
+252
| +4% | +$15.6K | ﹤0.01% | 1435 |
|
|
2021
Q1 | $399K | Buy |
6,981
+6
| +0.1% | +$343 | ﹤0.01% | 1423 |
|
|
2020
Q4 | $349K | Sell |
6,975
-14,430
| -67% | -$722K | ﹤0.01% | 1324 |
|
|
2020
Q3 | $871K | Buy |
21,405
+1,839
| +9% | +$74.8K | ﹤0.01% | 982 |
|
|
2020
Q2 | $779K | Buy |
19,566
+8,094
| +71% | +$322K | ﹤0.01% | 1006 |
|
|
2020
Q1 | $393K | Sell |
11,472
-21
| -0.2% | -$719 | ﹤0.01% | 1126 |
|
|
2019
Q4 | $582K | Sell |
11,493
-207
| -2% | -$10.5K | ﹤0.01% | 1129 |
|
|
2019
Q3 | $532K | Sell |
11,700
-10,818
| -48% | -$492K | ﹤0.01% | 1146 |
|
|
2019
Q2 | $1.01M | Sell |
22,518
-11,313
| -33% | -$505K | ﹤0.01% | 983 |
|
|
2019
Q1 | $1.41M | Buy |
33,831
+99
| +0.3% | +$4.12K | 0.01% | 764 |
|
|
2018
Q4 | $1.26M | Sell |
33,732
-918
| -3% | -$34.3K | 0.01% | 736 |
|
|
2018
Q3 | $1.55M | Buy |
34,650
+2,547
| +8% | +$114K | 0.01% | 737 |
|
|
2018
Q2 | $1.39M | Buy |
32,103
+12,132
| +61% | +$524K | 0.01% | 750 |
|
|
2018
Q1 | $872K | Buy |
19,971
+1,740
| +10% | +$76K | 0.01% | 865 |
|
|
2017
Q4 | $793K | Buy |
18,231
+1,203
| +7% | +$52.3K | 0.01% | 882 |
|
|
2017
Q3 | $680K | Buy |
17,028
+120
| +0.7% | +$4.79K | 0.01% | 907 |
|
|
2017
Q2 | $639K | Sell |
16,908
-41,022
| -71% | -$1.55M | 0.01% | 903 |
|
|
2017
Q1 | $2.11M | Buy |
57,930
+45,630
| +371% | +$1.66M | 0.02% | 582 |
|
|
2016
Q4 | $436K | Sell |
12,300
-975
| -7% | -$34.6K | ﹤0.01% | 957 |
|
|
2016
Q3 | $388K | Buy |
13,275
+699
| +6% | +$20.4K | ﹤0.01% | 998 |
|
|
2016
Q2 | $338K | Buy |
12,576
+57
| +0.5% | +$1.53K | ﹤0.01% | 1025 |
|
|
2016
Q1 | $339K | Buy |
12,519
+741
| +6% | +$20.1K | ﹤0.01% | 1027 |
|
|
2015
Q4 | $353K | Buy |
11,778
+2,298
| +24% | +$68.9K | ﹤0.01% | 1019 |
|
|
2015
Q3 | $270K | Buy |
+9,480
| New | +$270K | ﹤0.01% | 1075 |
|