Ferguson Wellman Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Ferguson Wellman Capital Management’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.3M	Sell	148,491 -2,450	-2%	-$215K	0.17%	93
2025 Q4	$13.9M	Sell	150,941 -2,410	-2%	-$215K	0.22%	67
2025 Q3	$13.7M	Sell	153,351 -3,415	-2%	-$300K	0.22%	68
2025 Q2	$13.4M	Sell	156,766 -1,145	-0.7%	-$90.8K	0.24%	67
2025 Q1	$12.4M	Sell	157,911 -415	-0.3%	-$33.4K	0.24%	70
2024 Q4	$12.3M	Sell	158,326 -380	-0.2%	-$29.3K	0.23%	72
2024 Q3	$11.3M	Sell	158,706 -793	-0.5%	-$54.5K	0.22%	76
2024 Q2	$10.4M	Sell	159,499 -4,607	-3%	-$299K	0.21%	77
2024 Q1	$10.9M	Sell	164,106 -8,100	-5%	-$503K	0.22%	74
2023 Q4	$10.3M	Sell	172,206 -3,600	-2%	-$194K	0.23%	74
2023 Q3	$9.06M	Sell	175,806 -2,379	-1%	-$129K	0.22%	78
2023 Q2	$9.38M	Sell	178,185 -3,750	-2%	-$190K	0.22%	81
2023 Q1	$9.15M	Sell	181,935 -3,060	-2%	-$167K	0.23%	77
2022 Q4	$9.71M	Buy	184,995 +45,600	+33%	+$2.39M	0.25%	75
2022 Q3	$6.56M	Sell	139,395 -927	-0.7%	-$48.6K	0.26%	67
2022 Q2	$6.93M	Sell	140,322 -6,072	-4%	-$329K	0.26%	73
2022 Q1	$8.8M	Sell	146,394 -1,236	-0.8%	-$77.9K	0.28%	72
2021 Q4	$9.5M	Sell	147,630 -7,245	-5%	-$472K	0.28%	69
2021 Q3	$9.71M	Sell	154,875 -3,165	-2%	-$199K	0.31%	68
2021 Q2	$9.76M	Sell	158,040 -3,375	-2%	-$206K	0.32%	68
2021 Q1	$9.21M	Sell	161,415 -79,860	-33%	-$4.32M	0.32%	70
2020 Q4	$12.1M	Sell	241,275 -35,955	-13%	-$1.62M	0.3%	88
2020 Q3	$11.3M	Sell	277,230 -48,354	-15%	-$1.99M	0.31%	78
2020 Q2	$13M	Sell	325,584 -27,372	-8%	-$1.05M	0.4%	66
2020 Q1	$12.1M	Sell	352,956 -79,650	-18%	-$3.64M	0.45%	59
2019 Q4	$21.9M	Sell	432,606 -2,184	-0.5%	-$105K	0.64%	50
2019 Q3	$19.8M	Sell	434,790 -270	-0.1%	-$12.2K	0.63%	49
2019 Q2	$19.4M	Sell	435,060 -71,550	-14%	-$3.13M	0.65%	54
2019 Q1	$21.1M	Sell	506,610 -127,230	-20%	-$5.27M	0.72%	45
2018 Q4	$23.7M	Buy	+633,840	New	+$26.1M	0.91%	29