CoreCap Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$467 | – | 3232 |
|
|
2024
Q4 | $467 | Sell |
6
-1,275
| -100% | -$99.2K | ﹤0.01% | 2536 |
|
|
2024
Q3 | $91K | Buy |
+1,281
| New | +$91K | ﹤0.01% | 954 |
|
|
2024
Q2 | – | Sell |
-9
| Closed | -$598 | – | 2137 |
|
|
2024
Q1 | $598 | Buy |
+9
| New | +$598 | ﹤0.01% | 2308 |
|
|
2022
Q4 | $5.2K | Buy |
+99
| New | +$5.2K | ﹤0.01% | 1739 |
|
|
2022
Q3 | – | Sell |
-99
| Closed | -$5K | – | 1315 |
|
|
2022
Q2 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 1675 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1315 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2156 |
|