CAPTRUST Financial 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
Q2 | $14.1M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $10.7M | Sell |
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|
2023
Q3 | $9.49M | Buy |
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|
2023
Q2 | $9.44M | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $194K | Buy |
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|
2021
Q3 | $188K | Buy |
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|
2021
Q2 | $116K | Buy |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $46K | Buy |
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