Cetera Investment Advisers’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 | $3.76M | Sell |
43,951
-1,468
| -3% | -$126K | 0.01% | 1379 |
|
|
2025
Q1 | $3.57M | Buy |
45,419
+314
| +0.7% | +$24.7K | 0.01% | 1336 |
|
|
2024
Q4 | $3.51M | Buy |
45,105
+19,330
| +75% | +$1.5M | 0.01% | 1257 |
|
|
2024
Q3 | $1.83M | Sell |
25,775
-6,926
| -21% | -$492K | ﹤0.01% | 1684 |
|
|
2024
Q2 | $2.13M | Buy |
32,701
+569
| +2% | +$37.1K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $2.13M | Buy |
32,132
+27,974
| +673% | +$1.85M | 0.01% | 1497 |
|
|
2023
Q4 | $248K | Buy |
4,158
+51
| +1% | +$3.05K | ﹤0.01% | 1902 |
|
|
2023
Q3 | $212K | Buy |
4,107
+234
| +6% | +$12.1K | ﹤0.01% | 1955 |
|
|
2023
Q2 | $204K | Buy |
+3,873
| New | +$204K | ﹤0.01% | 1976 |
|
|
2023
Q1 | – | Sell |
-4,497
| Closed | -$236K | – | 2186 |
|
|
2022
Q4 | $236K | Sell |
4,497
-864
| -16% | -$45.4K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $252K | Sell |
5,361
-1,263
| -19% | -$59.4K | 0.01% | 1382 |
|
|
2022
Q2 | $327K | Sell |
6,624
-6,303
| -49% | -$311K | 0.01% | 1360 |
|
|
2022
Q1 | $777K | Buy |
12,927
+3,255
| +34% | +$196K | 0.01% | 909 |
|
|
2021
Q4 | $623K | Buy |
9,672
+918
| +10% | +$59.1K | 0.01% | 1055 |
|
|
2021
Q3 | $549K | Sell |
8,754
-333
| -4% | -$20.9K | 0.01% | 1088 |
|
|
2021
Q2 | $561K | Buy |
9,087
+2,148
| +31% | +$133K | 0.01% | 1057 |
|
|
2021
Q1 | $396K | Sell |
6,939
-321
| -4% | -$18.3K | 0.01% | 1099 |
|
|
2020
Q4 | $363K | Buy |
+7,260
| New | +$363K | 0.01% | 1133 |
|