Financial Freedom LLC’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.5K | Sell |
1,139
-48
| -4% | -$4.11K | 0.05% | 135 |
|
|
2025
Q1 | $93.2K | Sell |
1,187
-1,113
| -48% | -$87.4K | 0.05% | 138 |
|
|
2024
Q4 | $179K | Sell |
2,300
-454
| -16% | -$35.3K | 0.09% | 101 |
|
|
2024
Q3 | $196K | Sell |
2,754
-190
| -6% | -$13.5K | 0.1% | 104 |
|
|
2024
Q2 | $192K | Sell |
2,944
-3,660
| -55% | -$239K | 0.11% | 104 |
|
|
2024
Q1 | $438K | Sell |
6,604
-6,956
| -51% | -$461K | 0.26% | 66 |
|
|
2023
Q4 | $810K | Sell |
13,560
-20,244
| -60% | -$1.21M | 0.51% | 41 |
|
|
2023
Q3 | $1.74M | Sell |
33,804
-3,171
| -9% | -$163K | 1.24% | 21 |
|
|
2023
Q2 | $1.95M | Buy |
36,975
+462
| +1% | +$24.3K | 1.37% | 20 |
|
|
2023
Q1 | $1.84M | Buy |
36,513
+3,726
| +11% | +$187K | 1.34% | 21 |
|
|
2022
Q4 | $1.72M | Buy |
+32,787
| New | +$1.72M | 1.16% | 17 |
|