Cerity Partners’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 | $791K | Buy |
9,245
+7
| +0.1% | +$599 | ﹤0.01% | 1625 |
|
|
2025
Q1 | $726K | Buy |
9,238
+1,757
| +23% | +$138K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $582K | Buy |
7,481
+9
| +0.1% | +$700 | ﹤0.01% | 1674 |
|
|
2024
Q3 | $531K | Buy |
7,472
+3,978
| +114% | +$283K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $228K | Buy |
3,494
+8
| +0.2% | +$522 | ﹤0.01% | 1964 |
|
|
2024
Q1 | $231K | Buy |
+3,486
| New | +$231K | ﹤0.01% | 2024 |
|
|
2023
Q2 | – | Sell |
-4,260
| Closed | -$214K | – | 1806 |
|
|
2023
Q1 | $214K | Buy |
+4,260
| New | +$214K | ﹤0.01% | 1677 |
|