Black Diamond Financial’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 | $251K | Hold |
2,931
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $230K | Hold |
2,931
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $228K | Hold |
2,931
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $208K | Buy |
+2,931
| New | +$208K | 0.04% | 135 |
|
|
2022
Q3 | – | Sell |
-5,979
| Closed | -$295K | – | 107 |
|
|
2022
Q2 | $295K | Buy |
5,979
+3
| +0.1% | +$148 | 0.12% | 83 |
|
|
2022
Q1 | $359K | Buy |
+5,976
| New | +$359K | 0.11% | 79 |
|