Focus Financial Network’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 | $2.87M | Buy |
33,509
+2,985
| +10% | +$256K | 0.11% | 149 |
|
|
2025
Q1 | $2.4M | Buy |
30,524
+13,084
| +75% | +$1.03M | 0.1% | 159 |
|
|
2024
Q4 | $1.36M | Sell |
17,440
-494
| -3% | -$38.4K | 0.05% | 235 |
|
|
2024
Q3 | $1.27M | Buy |
17,934
+104
| +0.6% | +$7.39K | 0.05% | 244 |
|
|
2024
Q2 | $1.24M | Sell |
17,830
-37
| -0.2% | -$2.58K | 0.05% | 240 |
|
|
2024
Q1 | $1.12M | Sell |
17,867
-193
| -1% | -$12.1K | 0.05% | 237 |
|
|
2023
Q4 | $1.08M | Buy |
18,060
+54
| +0.3% | +$3.23K | 0.04% | 304 |
|
|
2023
Q3 | $933K | Sell |
18,006
-999
| -5% | -$51.8K | 0.05% | 244 |
|
|
2023
Q2 | $1M | Buy |
19,005
+108
| +0.6% | +$5.69K | 0.06% | 237 |
|
|
2023
Q1 | $951K | Sell |
18,897
-267
| -1% | -$13.4K | 0.06% | 240 |
|
|
2022
Q4 | $1.01M | Sell |
19,164
-1,989
| -9% | -$104K | 0.08% | 184 |
|
|
2022
Q3 | $996K | Sell |
21,153
-2,031
| -9% | -$95.6K | 0.09% | 178 |
|
|
2022
Q2 | $1.15M | Buy |
23,184
+186
| +0.8% | +$9.19K | 0.09% | 170 |
|
|
2022
Q1 | $1.38M | Buy |
+22,998
| New | +$1.38M | 0.1% | 163 |
|
|
2021
Q1 | – | Sell |
-24,006
| Closed | -$1.2M | – | 460 |
|
|
2020
Q4 | $1.2M | Sell |
24,006
-9,174
| -28% | -$459K | 0.11% | 161 |
|
|
2020
Q3 | $1.35M | Buy |
33,180
+8,940
| +37% | +$364K | 0.13% | 151 |
|
|
2020
Q2 | $965K | Buy |
24,240
+11,664
| +93% | +$464K | 0.11% | 165 |
|
|
2020
Q1 | $430K | Buy |
12,576
+1,272
| +11% | +$43.5K | 0.06% | 239 |
|
|
2019
Q4 | $572K | Sell |
11,304
-36
| -0.3% | -$1.82K | 0.07% | 227 |
|
|
2019
Q3 | $516K | Buy |
11,340
+474
| +4% | +$21.6K | 0.07% | 220 |
|
|
2019
Q2 | $485K | Buy |
10,866
+498
| +5% | +$22.2K | 0.07% | 221 |
|
|
2019
Q1 | $431K | Buy |
+10,368
| New | +$431K | 0.07% | 224 |
|