Beacon Pointe Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
65,026
-5,087
| -7% | -$435K | 0.06% | 290 |
|
|
2025
Q1 | $5.51M | Buy |
70,113
+4,417
| +7% | +$347K | 0.06% | 278 |
|
|
2024
Q4 | $5.11M | Sell |
65,696
-4,189
| -6% | -$326K | 0.06% | 279 |
|
|
2024
Q3 | $4.96M | Buy |
69,885
+932
| +1% | +$66.2K | 0.06% | 290 |
|
|
2024
Q2 | $4.5M | Buy |
68,953
+3
| +0% | +$196 | 0.05% | 305 |
|
|
2024
Q1 | $4.57M | Sell |
68,950
-13,868
| -17% | -$919K | 0.05% | 307 |
|
|
2023
Q4 | $4.95M | Sell |
82,818
-2,511
| -3% | -$150K | 0.06% | 288 |
|
|
2023
Q3 | $4.4M | Buy |
85,329
+4,731
| +6% | +$244K | 0.05% | 297 |
|
|
2023
Q2 | $4.24M | Buy |
80,598
+603
| +0.8% | +$31.8K | 0.07% | 236 |
|
|
2023
Q1 | $4.03M | Sell |
79,995
-2,442
| -3% | -$123K | 0.07% | 254 |
|
|
2022
Q4 | $4.33M | Buy |
82,437
+10,857
| +15% | +$570K | 0.08% | 215 |
|
|
2022
Q3 | $3.36M | Sell |
71,580
-13,797
| -16% | -$647K | 0.08% | 223 |
|
|
2022
Q2 | $4.22M | Sell |
85,377
-4,587
| -5% | -$227K | 0.09% | 204 |
|
|
2022
Q1 | $5.41M | Buy |
89,964
+30,354
| +51% | +$1.82M | 0.07% | 241 |
|
|
2021
Q4 | $3.84M | Buy |
59,610
+4,515
| +8% | +$291K | 0.1% | 169 |
|
|
2021
Q3 | $3.46M | Buy |
55,095
+1,335
| +2% | +$83.7K | 0.09% | 209 |
|
|
2021
Q2 | $3.32M | Buy |
+53,760
| New | +$3.32M | 0.12% | 161 |
|