Chicago Partners Investment Group’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 | $309K | Buy |
3,514
+2
| +0.1% | +$176 | 0.01% | 818 |
|
|
2025
Q1 | $277K | Buy |
3,512
+237
| +7% | +$18.7K | 0.01% | 720 |
|
|
2024
Q4 | $256K | Buy |
3,275
+2
| +0.1% | +$156 | 0.01% | 722 |
|
|
2024
Q3 | $243K | Buy |
3,273
+2
| +0.1% | +$149 | 0.01% | 693 |
|
|
2024
Q2 | $228K | Buy |
3,271
+2
| +0.1% | +$139 | 0.01% | 685 |
|
|
2024
Q1 | $212K | Buy |
+3,269
| New | +$212K | 0.01% | 681 |
|
|
2022
Q1 | – | Sell |
-3,249
| Closed | -$211K | – | 588 |
|
|
2021
Q4 | $211K | Buy |
3,249
+237
| +8% | +$15.4K | 0.02% | 517 |
|
|
2021
Q3 | $201K | Buy |
+3,012
| New | +$201K | 0.01% | 551 |
|