Carolinas Wealth Consulting’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 | – | Sell |
-600
| Closed | -$47.1K | – | 488 |
|
|
2025
Q1 | $47.1K | Hold |
600
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $46.7K | Hold |
600
| – | – | 0.01% | 373 |
|
|
2024
Q3 | $42.6K | Hold |
600
| – | – | 0.01% | 386 |
|
|
2024
Q2 | $39.1K | Buy |
600
+465
| +344% | +$30.3K | 0.01% | 397 |
|
|
2024
Q1 | $8.95K | Sell |
135
-3,045
| -96% | -$202K | ﹤0.01% | 576 |
|
|
2023
Q4 | $190K | Hold |
3,180
| – | – | 0.04% | 167 |
|
|
2023
Q3 | $158K | Hold |
3,180
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $167K | Hold |
3,180
| – | – | 0.03% | 190 |
|
|
2023
Q1 | $160K | Hold |
3,180
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $167K | Buy |
+3,180
| New | +$167K | 0.04% | 182 |
|
|
2020
Q4 | – | Sell |
-87
| Closed | -$4K | – | 948 |
|
|
2020
Q3 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 596 |
|
|
2020
Q2 | – | Sell |
-771
| Closed | -$26K | – | 692 |
|
|
2020
Q1 | $26K | Sell |
771
-102
| -12% | -$3.44K | 0.01% | 139 |
|
|
2019
Q4 | $43K | Buy |
+873
| New | +$43K | 0.04% | 71 |
|