Capital Investment Advisors’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
Q3 | $254K | Sell |
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|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $224K | Hold |
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|
2017
Q4 | $223K | Sell |
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|
2017
Q3 | $206K | Sell |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $247K | Buy |
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|
2016
Q4 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $212K | Sell |
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|
2015
Q3 | $205K | Hold |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $232K | Buy |
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|
2014
Q4 | $234K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $251K | Sell |
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|
2013
Q4 | $281K | Buy |
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