Edmond de Rothschild Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.41K | Hold |
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|
2024
Q2 | $3.13K | Hold |
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|
2024
Q1 | $3.18K | Hold |
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|
2023
Q4 | $2.87K | Hold |
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|
2023
Q3 | $2.47K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $159K | Buy |
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|
2020
Q2 | $78K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $49K | Sell |
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|
2017
Q2 | $129K | Hold |
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|
2017
Q1 | $124K | Hold |
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|
2016
Q4 | $121K | Hold |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $12K | Sell |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $30K | Hold |
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|
2015
Q2 | $33K | Buy |
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