Corient Private Wealth’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 | $219K | Sell |
2,562
-549
| -18% | -$47K | ﹤0.01% | 2271 |
|
|
2025
Q1 | $244K | Sell |
3,111
-619
| -17% | -$48.6K | ﹤0.01% | 1956 |
|
|
2024
Q4 | $290K | Buy |
3,730
+33
| +0.9% | +$2.57K | ﹤0.01% | 1910 |
|
|
2024
Q3 | $263K | Buy |
3,697
+589
| +19% | +$41.8K | ﹤0.01% | 2048 |
|
|
2024
Q2 | $203K | Hold |
3,108
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q1 | $206K | Buy |
+3,108
| New | +$206K | ﹤0.01% | 2077 |
|