Cordatus Wealth Management’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
Q3 | $740K | Hold |
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|
2025
Q2 | $707K | Hold |
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|
2025
Q1 | $649K | Hold |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $538K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $336K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $283K | Hold |
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|
2019
Q4 | $418K | Hold |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $343K | Hold |
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|
2018
Q4 | $309K | Buy |
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