Coppell Advisory Solutions’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
Q1 | – | Sell |
-108
| Closed | -$8.4K | – | 1117 |
|
|
2024
Q4 | $8.4K | Hold |
108
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q3 | $7.64K | Hold |
108
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q2 | $7.04K | Buy |
+108
| New | +$7.04K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $6.45K | Buy |
+108
| New | +$6.45K | ﹤0.01% | 1051 |
|
|
2023
Q3 | – | Sell |
-108
| Closed | -$5.65K | – | 1378 |
|
|
2023
Q2 | $5.65K | Buy |
+108
| New | +$5.65K | ﹤0.01% | 829 |
|