Fisher Asset Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,328
| Closed | -$261K | – | 1036 |
|
|
2025
Q1 | $261K | Sell |
3,328
-893
| -21% | -$70.1K | ﹤0.01% | 924 |
|
|
2024
Q4 | $328K | Buy |
4,221
+713
| +20% | +$55.5K | ﹤0.01% | 855 |
|
|
2024
Q3 | $249K | Buy |
3,508
+22
| +0.6% | +$1.56K | ﹤0.01% | 864 |
|
|
2024
Q2 | $227K | Hold |
3,486
| – | – | ﹤0.01% | 935 |
|
|
2024
Q1 | $231K | Buy |
3,486
+2,182
| +167% | +$145K | ﹤0.01% | 913 |
|
|
2023
Q4 | $234K | Buy |
+1,304
| New | +$234K | ﹤0.01% | 918 |
|
|
2019
Q1 | – | Sell |
-16,783
| Closed | -$1.88M | – | 833 |
|
|
2018
Q4 | $1.88M | Buy |
+16,783
| New | +$1.88M | ﹤0.01% | 530 |
|