Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $179K | Hold |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $201K | Hold |
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|
2019
Q1 | $187K | Hold |
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|
2018
Q4 | $168K | Hold |
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|
2018
Q3 | $200K | Hold |
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|
2018
Q2 | $194K | Hold |
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|
2018
Q1 | $196K | Hold |
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|
2017
Q4 | $196K | Hold |
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|
2017
Q3 | $180K | Hold |
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|
2017
Q2 | $170K | Hold |
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|
2017
Q1 | $164K | Hold |
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|
2016
Q4 | $159K | Hold |
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|
2016
Q3 | $132K | Hold |
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|
2016
Q2 | $121K | Hold |
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|
2016
Q1 | $122K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $141K | Hold |
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|
2015
Q1 | $134K | Buy |
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