Forvis Mazars Wealth Advisors’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 | $513K | Hold |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $566K | Hold |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $563K | Hold |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $509K | Sell |
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|
2019
Q1 | $480K | Hold |
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|
2018
Q4 | $431K | Hold |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $523K | Hold |
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|
2018
Q1 | $528K | Sell |
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|
2017
Q4 | $569K | Sell |
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|
2017
Q3 | $568K | Hold |
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|
2017
Q2 | $537K | Sell |
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|
2017
Q1 | $521K | Hold |
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|
2016
Q4 | $507K | Sell |
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|
2016
Q3 | $428K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $396K | Sell |
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|
2015
Q4 | $472K | Sell |
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|
2015
Q3 | $539K | Sell |
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|
2015
Q2 | $616K | Sell |
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|
2015
Q1 | $606K | Hold |
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|
2014
Q4 | $622K | Buy |
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|
2014
Q3 | $580K | Sell |
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|
2014
Q2 | $573K | Sell |
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|
2014
Q1 | $611K | Sell |
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|
2013
Q4 | $643K | Sell |
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|
2013
Q3 | $605K | Sell |
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|
2013
Q2 | $611K | Buy |
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