Bessemer Group’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 | $86K | Buy |
1,006
+655
| +187% | +$56K | ﹤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 | +$12K | ﹤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% | -$233K | ﹤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% | -$81.5K | ﹤0.01% | 1049 |
|
|
2017
Q1 | $281K | Buy |
+7,734
| New | +$281K | ﹤0.01% | 1017 |
|