Cresset Asset 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
Q2 | $550K | Hold |
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|
2025
Q1 | $504K | Hold |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $573K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $19.6M | Buy |
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|
2022
Q3 | $17.4M | Hold |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $22.2M | Sell |
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|
2021
Q4 | $23.8M | Hold |
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|
2021
Q3 | $23.2M | Buy |
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|
2021
Q2 | $22.8M | Buy |
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|
2021
Q1 | $21M | Sell |
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|
2020
Q4 | $18.4M | Hold |
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|
2020
Q3 | $15M | Hold |
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|
2020
Q2 | $14.6M | Sell |
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|
2020
Q1 | $18M | Hold |
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|
2019
Q4 | $26.7M | Hold |
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|
2019
Q3 | $24M | Hold |
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|
2019
Q2 | $23.5M | Hold |
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|
2019
Q1 | $21.9M | Buy |
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|
2018
Q4 | $17M | Buy |
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