Commonwealth Equity Services’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 | $3.21M | Buy |
37,544
+1,062
| +3% | +$90.9K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $2.87M | Sell |
36,482
-1,161
| -3% | -$91.2K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $2.93M | Sell |
37,643
-381
| -1% | -$29.6K | ﹤0.01% | 1596 |
|
|
2024
Q3 | $2.7M | Sell |
38,024
-796
| -2% | -$56.5K | ﹤0.01% | 1613 |
|
|
2024
Q2 | $2.53M | Sell |
38,820
-3,444
| -8% | -$225K | ﹤0.01% | 1633 |
|
|
2024
Q1 | $2.8M | Sell |
42,264
-2,169
| -5% | -$144K | ﹤0.01% | 1541 |
|
|
2023
Q4 | $2.65M | Sell |
44,433
-201
| -0.5% | -$12K | ﹤0.01% | 1509 |
|
|
2023
Q3 | $2.3M | Sell |
44,634
-2,862
| -6% | -$148K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $2.5M | Sell |
47,496
-5,037
| -10% | -$265K | 0.01% | 1482 |
|
|
2023
Q1 | $2.64K | Sell |
52,533
-136,383
| -72% | -$6.86K | 0.01% | 1383 |
|
|
2022
Q4 | $9.92M | Sell |
188,916
-29,883
| -14% | -$1.57M | 0.02% | 626 |
|
|
2022
Q3 | $10.3M | Sell |
218,799
-6,606
| -3% | -$311K | 0.03% | 562 |
|
|
2022
Q2 | $11.1M | Buy |
225,405
+8,334
| +4% | +$412K | 0.03% | 540 |
|
|
2022
Q1 | $13M | Buy |
217,071
+55,818
| +35% | +$3.36M | 0.03% | 513 |
|
|
2021
Q4 | $10.4M | Buy |
161,253
+7,425
| +5% | +$478K | 0.02% | 591 |
|
|
2021
Q3 | $9.65M | Buy |
153,828
+7,116
| +5% | +$446K | 0.02% | 585 |
|
|
2021
Q2 | $9.06M | Sell |
146,712
-1,764
| -1% | -$109K | 0.02% | 594 |
|
|
2021
Q1 | $8.48M | Buy |
148,476
+4,173
| +3% | +$238K | 0.02% | 567 |
|
|
2020
Q4 | $7.22M | Sell |
144,303
-118,887
| -45% | -$5.95M | 0.02% | 585 |
|
|
2020
Q3 | $10.7M | Buy |
263,190
+47,457
| +22% | +$1.93M | 0.04% | 414 |
|
|
2020
Q2 | $8.59M | Buy |
215,733
+143,556
| +199% | +$5.71M | 0.03% | 447 |
|
|
2020
Q1 | $2.47M | Buy |
72,177
+34,239
| +90% | +$1.17M | 0.01% | 798 |
|
|
2019
Q4 | $1.92M | Buy |
37,938
+981
| +3% | +$49.6K | 0.01% | 1061 |
|
|
2019
Q3 | $1.68M | Sell |
36,957
-8,157
| -18% | -$371K | 0.01% | 1064 |
|
|
2019
Q2 | $2.01M | Sell |
45,114
-6,624
| -13% | -$296K | 0.01% | 961 |
|
|
2019
Q1 | $2.15M | Sell |
51,738
-11,202
| -18% | -$466K | 0.01% | 892 |
|
|
2018
Q4 | $2.36M | Sell |
62,940
-5,886
| -9% | -$220K | 0.01% | 778 |
|
|
2018
Q3 | $3.06M | Sell |
68,826
-2,148
| -3% | -$95.4K | 0.01% | 719 |
|
|
2018
Q2 | $3.07M | Buy |
70,974
+1,497
| +2% | +$64.7K | 0.02% | 696 |
|
|
2018
Q1 | $3.03M | Buy |
69,477
+9,951
| +17% | +$434K | 0.02% | 661 |
|
|
2017
Q4 | $2.59M | Buy |
59,526
+369
| +0.6% | +$16K | 0.01% | 724 |
|
|
2017
Q3 | $2.36M | Buy |
59,157
+1,470
| +3% | +$58.7K | 0.01% | 730 |
|
|
2017
Q2 | $2.18M | Buy |
57,687
+3,966
| +7% | +$150K | 0.01% | 744 |
|
|
2017
Q1 | $1.95M | Buy |
53,721
+29,367
| +121% | +$1.07M | 0.01% | 754 |
|
|
2016
Q4 | $863K | Buy |
24,354
+12,813
| +111% | +$454K | 0.01% | 1103 |
|
|
2016
Q3 | $338K | Sell |
11,541
-1,926
| -14% | -$56.4K | ﹤0.01% | 1626 |
|
|
2016
Q2 | $362K | Buy |
13,467
+639
| +5% | +$17.2K | ﹤0.01% | 1553 |
|
|
2016
Q1 | $347K | Sell |
12,828
-417
| -3% | -$11.3K | ﹤0.01% | 1534 |
|
|
2015
Q4 | $397K | Buy |
13,245
+1,311
| +11% | +$39.3K | ﹤0.01% | 1420 |
|
|
2015
Q3 | $340K | Buy |
11,934
+294
| +3% | +$8.38K | ﹤0.01% | 1475 |
|
|
2015
Q2 | $365K | Buy |
11,640
+1,680
| +17% | +$52.7K | ﹤0.01% | 1521 |
|
|
2015
Q1 | $297K | Sell |
9,960
-849
| -8% | -$25.3K | ﹤0.01% | 1645 |
|
|
2014
Q4 | $331K | Sell |
10,809
-198
| -2% | -$6.06K | ﹤0.01% | 1508 |
|
|
2014
Q3 | $316K | Sell |
11,007
-3,813
| -26% | -$109K | ﹤0.01% | 1513 |
|
|
2014
Q2 | $417K | Sell |
14,820
-825
| -5% | -$23.2K | 0.01% | 1349 |
|
|
2014
Q1 | $443K | Buy |
15,645
+5,931
| +61% | +$168K | 0.01% | 1239 |
|
|
2013
Q4 | $271K | Buy |
9,714
+9
| +0.1% | +$251 | ﹤0.01% | 1501 |
|
|
2013
Q3 | $240K | Sell |
9,705
-1,812
| -16% | -$44.8K | ﹤0.01% | 1519 |
|
|
2013
Q2 | $275K | Buy |
+11,517
| New | +$275K | ﹤0.01% | 1357 |
|