Beacon Pointe 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 | $5.57M | Sell |
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|
2025
Q1 | $5.51M | Buy |
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|
2024
Q4 | $5.11M | Sell |
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|
2024
Q3 | $4.96M | Buy |
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|
2024
Q2 | $4.5M | Buy |
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|
2024
Q1 | $4.57M | Sell |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $4.4M | Buy |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $3.36M | Sell |
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|
2022
Q2 | $4.22M | Sell |
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|
2022
Q1 | $5.41M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.32M | Buy |
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