Davenport & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $238K | Buy |
|
|||||
|
2025
Q3 | $226K | Sell |
|
|||||
|
2025
Q2 | $225K | Sell |
|
|||||
|
2025
Q1 | $237K | Buy |
|
|||||
|
2024
Q4 | $234K | Sell |
|
|||||
|
2024
Q3 | $215K | Sell |
|
|||||
|
2024
Q2 | $205K | Sell |
|
|||||
|
2024
Q1 | $213K | Sell |
|
|||||
|
2023
Q4 | $204K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $208K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $4.09M | Sell |
|
|||||
|
2021
Q4 | $4.88M | Buy |
|
|||||
|
2021
Q3 | $3.8M | Buy |
|
|||||
|
2021
Q2 | $450K | Buy |
|