Consolidated Capital 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 | $519K | Buy |
6,060
+213
| +4% | +$18.2K | 0.19% | 32 |
|
|
2025
Q1 | $459K | Buy |
5,847
+76
| +1% | +$5.97K | 0.19% | 32 |
|
|
2024
Q4 | $449K | Sell |
5,771
-237
| -4% | -$18.4K | 0.2% | 31 |
|
|
2024
Q3 | $427K | Sell |
6,008
-979
| -14% | -$69.5K | 0.19% | 29 |
|
|
2024
Q2 | $456K | Sell |
6,987
-8,423
| -55% | -$549K | 0.22% | 31 |
|
|
2024
Q1 | $1.02M | Sell |
15,410
-1,105
| -7% | -$73.3K | 0.49% | 30 |
|
|
2023
Q4 | $987K | Buy |
16,515
+7,863
| +91% | +$470K | 0.53% | 30 |
|
|
2023
Q3 | $446K | Sell |
8,652
-630
| -7% | -$32.5K | 0.24% | 41 |
|
|
2023
Q2 | $489K | Buy |
9,282
+96
| +1% | +$5.06K | 0.24% | 42 |
|
|
2023
Q1 | $462K | Buy |
9,186
+1,389
| +18% | +$69.9K | 0.25% | 42 |
|
|
2022
Q4 | $409K | Sell |
7,797
-186
| -2% | -$9.77K | 0.24% | 50 |
|
|
2022
Q3 | $376K | Buy |
+7,983
| New | +$376K | 0.24% | 49 |
|