Cambridge Investment Research 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 | $1.28M | Sell |
15,001
-2,639
| -15% | -$226K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $1.39M | Buy |
17,640
+2,354
| +15% | +$185K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $1.19M | Sell |
15,286
-122
| -0.8% | -$9.49K | ﹤0.01% | 1739 |
|
|
2024
Q3 | $1.09M | Sell |
15,408
-1,652
| -10% | -$117K | ﹤0.01% | 1797 |
|
|
2024
Q2 | $1.11M | Buy |
17,060
+727
| +4% | +$47.4K | ﹤0.01% | 1690 |
|
|
2024
Q1 | $1.08M | Sell |
16,333
-3,815
| -19% | -$253K | ﹤0.01% | 1670 |
|
|
2023
Q4 | $1.2M | Sell |
20,148
-1,959
| -9% | -$117K | 0.01% | 1527 |
|
|
2023
Q3 | $1.14M | Sell |
22,107
-3,045
| -12% | -$157K | 0.01% | 1479 |
|
|
2023
Q2 | $1.33M | Sell |
25,152
-993
| -4% | -$52.3K | 0.01% | 1424 |
|
|
2023
Q1 | $1.32M | Sell |
26,145
-14,565
| -36% | -$733K | 0.01% | 1390 |
|
|
2022
Q4 | $2.14M | Sell |
40,710
-3,279
| -7% | -$172K | 0.01% | 1045 |
|
|
2022
Q3 | $2.07M | Sell |
43,989
-10,053
| -19% | -$473K | 0.01% | 1004 |
|
|
2022
Q2 | $2.67M | Sell |
54,042
-9,795
| -15% | -$484K | 0.01% | 907 |
|
|
2022
Q1 | $3.84M | Sell |
63,837
-32,160
| -34% | -$1.93M | 0.02% | 772 |
|
|
2021
Q4 | $6.18M | Buy |
95,997
+43,458
| +83% | +$2.8M | 0.03% | 561 |
|
|
2021
Q3 | $3.3M | Sell |
52,539
-1,446
| -3% | -$90.7K | 0.02% | 820 |
|
|
2021
Q2 | $3.33M | Buy |
53,985
+4,713
| +10% | +$291K | 0.02% | 840 |
|
|
2021
Q1 | $2.81M | Sell |
49,272
-87,078
| -64% | -$4.97M | 0.02% | 834 |
|
|
2020
Q4 | $6.82M | Buy |
136,350
+25,206
| +23% | +$1.26M | 0.04% | 410 |
|
|
2020
Q3 | $4.52M | Buy |
111,144
+55,092
| +98% | +$2.24M | 0.03% | 494 |
|
|
2020
Q2 | $2.23M | Buy |
56,052
+44,859
| +401% | +$1.79M | 0.02% | 723 |
|
|
2020
Q1 | $383K | Sell |
11,193
-14,760
| -57% | -$505K | ﹤0.01% | 1528 |
|
|
2019
Q4 | $1.31M | Sell |
25,953
-6,666
| -20% | -$337K | 0.01% | 1009 |
|
|
2019
Q3 | $1.48M | Buy |
32,619
+15,753
| +93% | +$716K | 0.01% | 871 |
|
|
2019
Q2 | $753K | Sell |
16,866
-1,518
| -8% | -$67.8K | 0.01% | 1187 |
|
|
2019
Q1 | $765K | Sell |
18,384
-15,405
| -46% | -$641K | 0.01% | 1196 |
|
|
2018
Q4 | $1.26M | Sell |
33,789
-33
| -0.1% | -$1.23K | 0.01% | 821 |
|
|
2018
Q3 | $1.5M | Sell |
33,822
-480
| -1% | -$21.3K | 0.01% | 804 |
|
|
2018
Q2 | $1.48M | Buy |
34,302
+75
| +0.2% | +$3.24K | 0.02% | 771 |
|
|
2018
Q1 | $1.49M | Buy |
34,227
+7,599
| +29% | +$332K | 0.02% | 738 |
|
|
2017
Q4 | $1.16M | Sell |
26,628
-4,059
| -13% | -$177K | 0.01% | 830 |
|
|
2017
Q3 | $1.23M | Buy |
30,687
+1,599
| +5% | +$63.9K | 0.02% | 743 |
|
|
2017
Q2 | $1.1M | Buy |
29,088
+2,376
| +9% | +$89.8K | 0.02% | 762 |
|
|
2017
Q1 | $971K | Buy |
26,712
+21,003
| +368% | +$763K | 0.02% | 738 |
|
|
2016
Q4 | $202K | Buy |
+5,709
| New | +$202K | ﹤0.01% | 1501 |
|
|
2016
Q2 | – | Sell |
-8,982
| Closed | -$243K | – | 1645 |
|
|
2016
Q1 | $243K | Sell |
8,982
-2,526
| -22% | -$68.3K | 0.01% | 1288 |
|
|
2015
Q4 | $345K | Buy |
11,508
+2,505
| +28% | +$75.1K | 0.01% | 1072 |
|
|
2015
Q3 | $257K | Buy |
+9,003
| New | +$257K | 0.01% | 1103 |
|