Fisher 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
Sell
-3,328
Closed -$261K 1036
2025
Q1
$261K Sell
3,328
-893
-21% -$71.9K ﹤0.01% 924
2024
Q4
$328K Buy
4,221
+713
+20% +$55K ﹤0.01% 855
2024
Q3
$249K Buy
3,508
+22
+0.6% +$1.51K ﹤0.01% 864
2024
Q2
$227K Hold
3,486
﹤0.01% 935
2024
Q1
$231K Sell
3,486
-426
-11% -$26.5K ﹤0.01% 913
2023
Q4
$234K Buy
+3,912
New +$211K ﹤0.01% 918
2019
Q1
Sell
-50,349
Closed -$1.88M 833
2018
Q4
$1.88M Buy
+50,349
New +$2.08M ﹤0.01% 530

Other funds holding IYG