Centaurus Financial’s iShares US Financial Services ETF IYG Stock Holding History

Centaurus Financial’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Sell	3,357 -610	-15%	-$53.5K	0.01%	713
2025 Q4	$366K	Buy	3,967 +6	+0.2%	+$536	0.02%	607
2025 Q3	$355K	Buy	3,961 +20	+0.5%	+$1.76K	0.02%	626
2025 Q2	$337K	Buy	3,941 +59	+2%	+$4.68K	0.02%	581
2025 Q1	$305K	Buy	3,882 +3	+0.1%	+$242	0.02%	572
2024 Q4	$302K	Sell	3,879 -384	-9%	-$29.6K	0.02%	564
2024 Q3	$303K	Sell	4,263 -100	-2%	-$6.87K	0.02%	531
2024 Q2	$285K	Sell	4,363 -829	-16%	-$53.8K	0.02%	513
2024 Q1	$344K	Sell	5,192 -583	-10%	-$36.2K	0.02%	466
2023 Q4	$345K	Sell	5,775 -138	-2%	-$7.43K	0.03%	443
2023 Q3	$305K	Buy	5,913 +156	+3%	+$8.44K	0.03%	456
2023 Q2	$303K	Buy	5,757 +3,303	+135%	+$167K	0.03%	465
2023 Q1	$123K	Sell	2,454 -180	-7%	-$9.82K	0.01%	788
2022 Q4	$138K	Sell	2,634 -2,760	-51%	-$145K	0.01%	701
2022 Q3	$254K	Buy	5,394 +225	+4%	+$11.8K	0.02%	544
2022 Q2	$255K	Buy	5,169 +105	+2%	+$5.69K	0.03%	536
2022 Q1	$304K	Sell	5,064 -1,533	-23%	-$96.7K	0.02%	542
2021 Q4	$425K	Sell	6,597 -2,583	-28%	-$168K	0.03%	467
2021 Q3	$576K	Buy	9,180 +69	+0.8%	+$4.33K	0.05%	384
2021 Q2	$563K	Buy	9,111 +3,483	+62%	+$213K	0.05%	403
2021 Q1	$321K	Sell	5,628 -4,542	-45%	-$246K	0.03%	480
2020 Q4	$509K	Sell	10,170 -8,130	-44%	-$367K	0.05%	357
2020 Q3	$744K	Buy	18,300 +13,641	+293%	+$563K	0.1%	219
2020 Q2	$185K	Buy	4,659 +1,272	+38%	+$48.9K	0.03%	445
2020 Q1	$116K	Sell	3,387 -5,526	-62%	-$252K	0.02%	452
2019 Q4	$451K	Buy	8,913 +2,559	+40%	+$123K	0.06%	326
2019 Q3	$289K	Sell	6,354 -666	-9%	-$30K	0.05%	352
2019 Q2	$313K	Buy	7,020 +6,426	+1,082%	+$281K	0.05%	345
2019 Q1	$1.59K	Buy	594 +81	+16%	+$3.36K	0.01%	502
2018 Q4	$2	Buy	513 +510	+17,000%	+$21K	0.01%	410
2018 Q3	$198	Sell	3 -5,652	-100%	-$256K	0.04%	381
2018 Q2	$244K	Buy	5,655 +1,782	+46%	+$79K	0.03%	471
2018 Q1	$169K	Buy	+3,873	New	+$176K	0.04%	352