Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Buy |
23,055
+224
| +1% | +$19.7K | ﹤0.01% | 1922 |
|
|
2025
Q4 | $2.11M | Buy |
22,831
+786
| +4% | +$70.2K | ﹤0.01% | 1693 |
|
|
2025
Q3 | $1.98M | Sell |
22,045
-1,612
| -7% | -$142K | ﹤0.01% | 1560 |
|
|
2025
Q2 | $2.03M | Sell |
23,657
-124
| -0.5% | -$9.84K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $1.87M | Buy |
23,781
+186
| +0.8% | +$15K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $1.84M | Buy |
23,595
+2,413
| +11% | +$186K | ﹤0.01% | 1184 |
|
|
2024
Q3 | $1.5M | Buy |
21,182
+2
| +0% | +$137 | ﹤0.01% | 1239 |
|
|
2024
Q2 | $1.38M | Buy |
21,180
+1,604
| +8% | +$104K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $1.3M | Sell |
19,576
-1,181
| -6% | -$73.3K | ﹤0.01% | 1172 |
|
|
2023
Q4 | $1.24M | Sell |
20,757
-2,172
| -9% | -$117K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $1.18M | Sell |
22,929
-276
| -1% | -$14.9K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $1.22M | Buy |
23,205
+132
| +0.6% | +$6.69K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $1.16M | Hold |
23,073
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q4 | $1.21M | Buy |
23,073
+12,096
| +110% | +$634K | ﹤0.01% | 946 |
|
|
2022
Q3 | $517K | Sell |
10,977
-576
| -5% | -$30.2K | ﹤0.01% | 1318 |
|
|
2022
Q2 | $571K | Sell |
11,553
-660
| -5% | -$35.8K | ﹤0.01% | 1246 |
|
|
2022
Q1 | $734K | Sell |
12,213
-486
| -4% | -$30.6K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $817K | Buy |
12,699
+114
| +0.9% | +$7.43K | ﹤0.01% | 1046 |
|
|
2021
Q3 | $789K | Sell |
12,585
-111
| -0.9% | -$6.96K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $784K | Buy |
12,696
+5,925
| +88% | +$362K | ﹤0.01% | 1046 |
|
|
2021
Q1 | $387K | Buy |
6,771
+1,503
| +29% | +$81.3K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $264K | Buy |
+5,268
| New | +$238K | ﹤0.01% | 1698 |
|
|
2020
Q2 | – | Sell |
-7,611
| Closed | -$260K | – | 2072 |
|
|
2020
Q1 | $260K | Sell |
7,611
-867
| -10% | -$39.6K | ﹤0.01% | 1242 |
|
|
2019
Q4 | $429K | Buy |
8,478
+3,840
| +83% | +$184K | ﹤0.01% | 1198 |
|
|
2019
Q3 | $211K | Buy |
4,638
+75
| +2% | +$3.38K | ﹤0.01% | 1578 |
|
|
2019
Q2 | $204K | Sell |
4,563
-744
| -14% | -$32.6K | ﹤0.01% | 1611 |
|
|
2019
Q1 | $221K | Buy |
+5,307
| New | +$220K | ﹤0.01% | 1514 |
|
|
2018
Q4 | – | Sell |
-4,632
| Closed | -$206K | – | 2021 |
|
|
2018
Q3 | $206K | Hold |
4,632
| – | – | ﹤0.01% | 1661 |
|
|
2018
Q2 | $200K | Buy |
+4,632
| New | +$205K | ﹤0.01% | 1640 |
|
|
2017
Q3 | – | Sell |
-4,200
| Closed | -$159K | – | 2808 |
|
|
2017
Q2 | $159K | Sell |
4,200
-2,400
| -36% | -$87.3K | ﹤0.01% | 1659 |
|
|
2017
Q1 | $240K | Buy |
6,600
+6,396
| +3,135% | +$235K | ﹤0.01% | 1382 |
|
|
2016
Q4 | $7K | Buy |
+204
| New | +$6.65K | ﹤0.01% | 3771 |
|
|
2015
Q4 | – | Sell |
-609
| Closed | -$17K | – | 4494 |
|
|
2015
Q3 | $17K | Buy |
+609
| New | +$18.7K | ﹤0.01% | 2850 |
|
|
2015
Q1 | – | Sell |
-540
| Closed | -$17K | – | 4311 |
|
|
2014
Q4 | $17K | Hold |
540
| – | – | ﹤0.01% | 2766 |
|
|
2014
Q3 | $15K | Buy |
+540
| New | +$15.3K | ﹤0.01% | 2704 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
