D.A. Davidson & Co’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 | $369K | Hold |
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|
2025
Q2 | $353K | Hold |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Buy |
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