Charter Oak Capital 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 | $541K | Sell |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $11K | Buy |
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