FMWA
Forvis Mazars Wealth Advisors’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 | $513K | Hold |
5,994
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $471K | Sell |
5,994
-156
| -3% | -$12.3K | 0.01% | 291 |
|
|
2024
Q4 | $479K | Hold |
6,150
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $437K | Hold |
6,150
| – | – | 0.01% | 335 |
|
|
2024
Q2 | $401K | Hold |
6,150
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $408K | Buy |
6,150
+3,950
| +180% | +$262K | 0.01% | 315 |
|
|
2023
Q4 | $394K | Hold |
2,200
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $340K | Hold |
2,200
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $348K | Hold |
2,200
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $332K | Hold |
2,200
| – | – | 0.01% | 318 |
|
|
2022
Q4 | $347K | Sell |
2,200
-665
| -23% | -$105K | 0.01% | 308 |
|
|
2022
Q3 | $405K | Sell |
2,865
-55
| -2% | -$7.78K | 0.02% | 282 |
|
|
2022
Q2 | $433K | Sell |
2,920
-90
| -3% | -$13.3K | 0.02% | 271 |
|
|
2022
Q1 | $543K | Sell |
3,010
-34
| -1% | -$6.13K | 0.02% | 184 |
|
|
2021
Q4 | $588K | Buy |
3,044
+34
| +1% | +$6.57K | 0.02% | 170 |
|
|
2021
Q3 | $566K | Hold |
3,010
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $558K | Sell |
3,010
-278
| -8% | -$51.5K | 0.03% | 165 |
|
|
2021
Q1 | $563K | Hold |
3,288
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $493K | Sell |
3,288
-135
| -4% | -$20.2K | 0.02% | 231 |
|
|
2020
Q3 | $418K | Hold |
3,423
| – | – | 0.02% | 225 |
|
|
2020
Q2 | $409K | Sell |
3,423
-100
| -3% | -$11.9K | 0.03% | 215 |
|
|
2020
Q1 | $362K | Sell |
3,523
-130
| -4% | -$13.4K | 0.03% | 203 |
|
|
2019
Q4 | $555K | Sell |
3,653
-150
| -4% | -$22.8K | 0.04% | 179 |
|
|
2019
Q3 | $519K | Hold |
3,803
| – | – | 0.04% | 168 |
|
|
2019
Q2 | $509K | Sell |
3,803
-40
| -1% | -$5.35K | 0.04% | 161 |
|
|
2019
Q1 | $480K | Hold |
3,843
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $431K | Hold |
3,843
| – | – | 0.04% | 150 |
|
|
2018
Q3 | $512K | Sell |
3,843
-192
| -5% | -$25.6K | 0.04% | 142 |
|
|
2018
Q2 | $523K | Hold |
4,035
| – | – | 0.05% | 136 |
|
|
2018
Q1 | $528K | Sell |
4,035
-325
| -7% | -$42.5K | 0.05% | 134 |
|
|
2017
Q4 | $569K | Sell |
4,360
-379
| -8% | -$49.5K | 0.06% | 136 |
|
|
2017
Q3 | $568K | Hold |
4,739
| – | – | 0.06% | 127 |
|
|
2017
Q2 | $537K | Sell |
4,739
-37
| -0.8% | -$4.19K | 0.06% | 132 |
|
|
2017
Q1 | $521K | Hold |
4,776
| – | – | 0.06% | 121 |
|
|
2016
Q4 | $507K | Sell |
4,776
-99
| -2% | -$10.5K | 0.07% | 118 |
|
|
2016
Q3 | $428K | Hold |
4,875
| – | – | 0.06% | 123 |
|
|
2016
Q2 | $393K | Hold |
4,875
| – | – | 0.06% | 123 |
|
|
2016
Q1 | $396K | Sell |
4,875
-370
| -7% | -$30.1K | 0.06% | 121 |
|
|
2015
Q4 | $472K | Sell |
5,245
-1,060
| -17% | -$95.4K | 0.07% | 112 |
|
|
2015
Q3 | $539K | Sell |
6,305
-250
| -4% | -$21.4K | 0.09% | 93 |
|
|
2015
Q2 | $616K | Sell |
6,555
-220
| -3% | -$20.7K | 0.09% | 95 |
|
|
2015
Q1 | $606K | Hold |
6,775
| – | – | 0.09% | 97 |
|
|
2014
Q4 | $622K | Buy |
6,775
+35
| +0.5% | +$3.21K | 0.1% | 87 |
|
|
2014
Q3 | $580K | Sell |
6,740
-50
| -0.7% | -$4.3K | 0.1% | 84 |
|
|
2014
Q2 | $573K | Sell |
6,790
-436
| -6% | -$36.8K | 0.1% | 87 |
|
|
2014
Q1 | $611K | Sell |
7,226
-450
| -6% | -$38.1K | 0.11% | 94 |
|
|
2013
Q4 | $643K | Sell |
7,676
-490
| -6% | -$41K | 0.12% | 92 |
|
|
2013
Q3 | $605K | Sell |
8,166
-380
| -4% | -$28.2K | 0.12% | 94 |
|
|
2013
Q2 | $611K | Buy |
+8,546
| New | +$611K | 0.48% | 57 |
|