Castle Rock Wealth Management’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 | $589K | Buy |
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|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $580K | Buy |
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