Cetera Advisor Networks’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.79M | Buy |
27,006
+4,185
| +18% | +$277K | 0.01% | 1082 |
|
|
2023
Q4 | $1.36M | Sell |
22,821
-1,857
| -8% | -$111K | 0.01% | 1180 |
|
|
2023
Q3 | $1.27M | Sell |
24,678
-981
| -4% | -$50.6K | 0.01% | 1129 |
|
|
2023
Q2 | $1.35M | Sell |
25,659
-4,185
| -14% | -$220K | 0.01% | 1070 |
|
|
2023
Q1 | $1.5M | Sell |
29,844
-1,608
| -5% | -$80.9K | 0.01% | 990 |
|
|
2022
Q4 | $1.65M | Buy |
31,452
+156
| +0.5% | +$8.19K | 0.01% | 899 |
|
|
2022
Q3 | $1.47M | Sell |
31,296
-2,640
| -8% | -$124K | 0.02% | 711 |
|
|
2022
Q2 | $1.68M | Sell |
33,936
-3,954
| -10% | -$195K | 0.02% | 656 |
|
|
2022
Q1 | $2.28M | Buy |
37,890
+7,101
| +23% | +$427K | 0.03% | 569 |
|
|
2021
Q4 | $1.98M | Buy |
30,789
+4,416
| +17% | +$284K | 0.02% | 606 |
|
|
2021
Q3 | $1.65M | Buy |
26,373
+11,475
| +77% | +$720K | 0.02% | 623 |
|
|
2021
Q2 | $920K | Buy |
14,898
+6,507
| +78% | +$402K | 0.01% | 858 |
|
|
2021
Q1 | $479K | Buy |
8,391
+2,238
| +36% | +$128K | 0.01% | 898 |
|
|
2020
Q4 | $308K | Sell |
6,153
-720
| -10% | -$36K | 0.01% | 1023 |
|
|
2020
Q3 | $280K | Sell |
6,873
-645
| -9% | -$26.3K | 0.01% | 966 |
|
|
2020
Q2 | $299K | Sell |
7,518
-13,443
| -64% | -$535K | 0.01% | 906 |
|
|
2020
Q1 | $717K | Sell |
20,961
-5,322
| -20% | -$182K | 0.02% | 496 |
|
|
2019
Q4 | $1.33M | Sell |
26,283
-2,328
| -8% | -$118K | 0.04% | 411 |
|
|
2019
Q3 | $1.3M | Sell |
28,611
-3,099
| -10% | -$141K | 0.04% | 387 |
|
|
2019
Q2 | $1.42M | Sell |
31,710
-4,041
| -11% | -$181K | 0.04% | 346 |
|
|
2019
Q1 | $1.49M | Sell |
35,751
-2,373
| -6% | -$98.6K | 0.05% | 311 |
|
|
2018
Q4 | $1.43M | Buy |
38,124
+912
| +2% | +$34.2K | 0.06% | 291 |
|
|
2018
Q3 | $1.66M | Buy |
37,212
+2,415
| +7% | +$108K | 0.06% | 284 |
|
|
2018
Q2 | $1.5M | Sell |
34,797
-3,699
| -10% | -$160K | 0.08% | 226 |
|
|
2018
Q1 | $1.68M | Buy |
38,496
+3,303
| +9% | +$144K | 0.07% | 221 |
|
|
2017
Q4 | $1.53M | Buy |
35,193
+3,930
| +13% | +$171K | 0.06% | 258 |
|
|
2017
Q3 | $1.25M | Sell |
31,263
-789
| -2% | -$31.4K | 0.06% | 279 |
|
|
2017
Q2 | $1.21M | Sell |
32,052
-174
| -0.5% | -$6.58K | 0.06% | 284 |
|
|
2017
Q1 | $1.17M | Buy |
32,226
+3,021
| +10% | +$110K | 0.06% | 286 |
|
|
2016
Q4 | $1.04M | Buy |
29,205
+6,402
| +28% | +$227K | 0.05% | 297 |
|
|
2016
Q3 | $667K | Sell |
22,803
-1,074
| -4% | -$31.4K | 0.03% | 488 |
|
|
2016
Q2 | $640K | Sell |
23,877
-1,320
| -5% | -$35.4K | 0.04% | 380 |
|
|
2016
Q1 | $679K | Sell |
25,197
-1,566
| -6% | -$42.2K | 0.04% | 363 |
|
|
2015
Q4 | $800K | Buy |
26,763
+1,017
| +4% | +$30.4K | 0.05% | 326 |
|
|
2015
Q3 | $730K | Buy |
+25,746
| New | +$730K | 0.05% | 330 |
|