Baltimore-Washington Financial Advisors’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 | $33.7M | Sell |
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|
2025
Q1 | $31.2M | Buy |
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|
2024
Q4 | $30.3M | Buy |
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|
2024
Q3 | $27.1M | Buy |
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|
2024
Q2 | $24.4M | Buy |
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|
2024
Q1 | $23.9M | Buy |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $9.46M | Buy |
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|
2022
Q3 | $7.71M | Buy |
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|
2022
Q2 | $7.39M | Buy |
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|
2022
Q1 | $8.62M | Buy |
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|
2021
Q4 | $9.43M | Sell |
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|
2021
Q3 | $9.36M | Sell |
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|
2021
Q2 | $9.22M | Sell |
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|
2021
Q1 | $8.54M | Sell |
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|
2020
Q4 | $7.55M | Sell |
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|
2020
Q3 | $6.73M | Sell |
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|
2020
Q2 | $7.2M | Sell |
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|
2020
Q1 | $6.28M | Buy |
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|
2019
Q4 | $9.27M | Buy |
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|
2019
Q3 | $7.24M | Sell |
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|
2019
Q2 | $7.17M | Sell |
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|
2019
Q1 | $6.75M | Buy |
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|
2018
Q4 | $6.07M | Sell |
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|
2018
Q3 | $7.36M | Sell |
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|
2018
Q2 | $8.03M | Buy |
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|
2018
Q1 | $7.67M | Buy |
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|
2017
Q4 | $7.37M | Buy |
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|
2017
Q3 | $6.61M | Buy |
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|
2017
Q2 | $5.99M | Buy |
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|
2017
Q1 | $5.69M | Buy |
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|
2016
Q4 | $4.75M | Buy |
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