Bellwether Advisors’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 | $3.6K | Hold |
42
| – | – | ﹤0.01% | 451 |
|
|
2025
Q1 | $3.3K | Hold |
42
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $3.27K | Buy |
+42
| New | +$3.27K | ﹤0.01% | 412 |
|
|
2023
Q2 | – | Sell |
-42
| Closed | -$2.11K | – | 281 |
|
|
2023
Q1 | $2.11K | Hold |
42
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $2.21K | Hold |
42
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $1K | Sell |
42
-42
| -50% | -$1K | ﹤0.01% | 431 |
|
|
2022
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 366 |
|
|
2021
Q4 | $5K | Hold |
84
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $5K | Hold |
84
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 316 |
|
|
2020
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 277 |
|