Circle Wealth Management’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 | $25.2M | Hold |
294,600
| – | – | 0.55% | 19 |
|
|
2025
Q1 | $23.1M | Hold |
294,600
| – | – | 0.53% | 19 |
|
|
2024
Q4 | $22.9M | Hold |
294,600
| – | – | 0.49% | 18 |
|
|
2024
Q3 | $20.9M | Hold |
294,600
| – | – | 0.46% | 21 |
|
|
2024
Q2 | $19.2M | Hold |
294,600
| – | – | 0.44% | 21 |
|
|
2024
Q1 | $19.5M | Hold |
294,600
| – | – | 0.48% | 22 |
|
|
2023
Q4 | $17.6M | Hold |
294,600
| – | – | 0.45% | 21 |
|
|
2023
Q3 | $15.2M | Buy |
+294,600
| New | +$15.2M | 0.38% | 25 |
|