Envestnet 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 | $111M | Sell |
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|
2025
Q1 | $112M | Sell |
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|
2024
Q4 | $112M | Sell |
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|
2024
Q3 | $104M | Sell |
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|
2024
Q2 | $98.5M | Buy |
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|
2024
Q1 | $89.4M | Sell |
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|
2023
Q4 | $87.2M | Sell |
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|
2023
Q3 | $76M | Buy |
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|
2023
Q2 | $40M | Sell |
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|
2023
Q1 | $39M | Sell |
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|
2022
Q4 | $50.7M | Sell |
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|
2022
Q3 | $47.6M | Buy |
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|
2022
Q2 | $49.1M | Sell |
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|
2022
Q1 | $168M | Buy |
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|
2021
Q4 | $177M | Buy |
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|
2021
Q3 | $150M | Buy |
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|
2021
Q2 | $142M | Buy |
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|
2021
Q1 | $31.9M | Buy |
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|
2020
Q4 | $9.78M | Sell |
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|
2020
Q3 | $338M | Buy |
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|
2020
Q2 | $294M | Buy |
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|
2020
Q1 | $3.67M | Sell |
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|
2019
Q4 | $7.11M | Buy |
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|
2019
Q3 | $5.44M | Buy |
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|
2019
Q2 | $5.2M | Sell |
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|
2019
Q1 | $7.53M | Sell |
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|
2018
Q4 | $12M | Buy |
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|
2018
Q3 | $9.09M | Sell |
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|
2018
Q2 | $14.1M | Buy |
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|
2018
Q1 | $11.4M | Sell |
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|
2017
Q4 | $12.2M | Sell |
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|
2017
Q3 | $11.6M | Buy |
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|
2017
Q2 | $8.31M | Sell |
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|
2017
Q1 | $13.2M | Buy |
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|
2016
Q4 | $9.94M | Buy |
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|
2016
Q3 | $5.9M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.92M | Sell |
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|
2015
Q3 | $4.2M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.24M | Buy |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Sell |
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|
2014
Q1 | $2.34M | Buy |
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|
2013
Q4 | $1.93M | Sell |
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|
2013
Q3 | $19.6M | Buy |
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|
2013
Q2 | $1.79M | Buy |
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