Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $10.1K | Hold |
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|
2024
Q3 | $8.73K | Hold |
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2024
Q2 | $8.02K | Hold |
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|
2024
Q1 | $8.15K | Hold |
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|
2023
Q4 | $7.35K | Hold |
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|
2023
Q3 | $6.38K | Hold |
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|
2023
Q2 | $6.48K | Hold |
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|
2023
Q1 | $6.19K | Sell |
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|
2022
Q4 | $43.9K | Sell |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $78K | Sell |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Buy |
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