Bessemer Group’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 Q4	–	Sell	-297	Closed	-$27K	–	2627
2025 Q3	$27K	Sell	297 -709	-70%	-$62.3K	﹤0.01%	1603
2025 Q2	$86K	Buy	1,006 +655	+187%	+$52K	﹤0.01%	1245
2025 Q1	$28K	Buy	351 +126	+56%	+$10.1K	﹤0.01%	1429
2024 Q4	$18K	Hold	225	–	–	﹤0.01%	1552
2024 Q3	$16K	Hold	225	–	–	﹤0.01%	1546
2024 Q2	$15K	Hold	225	–	–	﹤0.01%	1436
2024 Q1	$15K	Hold	225	–	–	﹤0.01%	1480
2023 Q4	$13K	Hold	225	–	–	﹤0.01%	1536
2023 Q3	$12K	Buy	+225	New	+$12.2K	﹤0.01%	1544
2019 Q3	–	Sell	-117	Closed	-$5K	–	1807
2019 Q2	$5K	Hold	117	–	–	﹤0.01%	1535
2019 Q1	$5K	Sell	117 -5,463	-98%	-$226K	﹤0.01%	1593
2018 Q4	$209K	Hold	5,580	–	–	﹤0.01%	966
2018 Q3	$248K	Hold	5,580	–	–	﹤0.01%	942
2018 Q2	$241K	Hold	5,580	–	–	﹤0.01%	956
2018 Q1	$244K	Hold	5,580	–	–	﹤0.01%	978
2017 Q4	$243K	Hold	5,580	–	–	﹤0.01%	985
2017 Q3	$223K	Hold	5,580	–	–	﹤0.01%	1037
2017 Q2	$211K	Sell	5,580 -2,154	-28%	-$78.3K	﹤0.01%	1049
2017 Q1	$281K	Buy	+7,734	New	+$284K	﹤0.01%	1017