Carolinas Wealth Consulting’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 | – | Sell |
|
|||||
|
2025
Q1 | $47.1K | Hold |
|
|||||
|
2024
Q4 | $46.7K | Hold |
|
|||||
|
2024
Q3 | $42.6K | Hold |
|
|||||
|
2024
Q2 | $39.1K | Buy |
|
|||||
|
2024
Q1 | $8.95K | Sell |
|
|||||
|
2023
Q4 | $190K | Hold |
|
|||||
|
2023
Q3 | $158K | Hold |
|
|||||
|
2023
Q2 | $167K | Hold |
|
|||||
|
2023
Q1 | $160K | Hold |
|
|||||
|
2022
Q4 | $167K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $4K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $26K | Sell |
|
|||||
|
2019
Q4 | $43K | Buy |
|