Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190K | Buy |
2,293
+1,691
| +281% | +$148K | 0.03% | 391 |
|
|
2025
Q4 | $55.5K | Sell |
602
-1,680
| -74% | -$150K | 0.01% | 423 |
|
|
2025
Q3 | $205K | Buy |
2,282
+1,683
| +281% | +$148K | 0.04% | 375 |
|
|
2025
Q2 | $51.3K | Sell |
599
-1,674
| -74% | -$133K | 0.01% | 385 |
|
|
2025
Q1 | $179K | Buy |
2,273
+5
| +0.2% | +$403 | 0.04% | 347 |
|
|
2024
Q4 | $176K | Buy |
2,268
+6
| +0.3% | +$463 | 0.05% | 292 |
|
|
2024
Q3 | $161K | Buy |
2,262
+5
| +0.2% | +$344 | 0.04% | 300 |
|
|
2024
Q2 | $147K | Buy |
2,257
+6
| +0.3% | +$390 | 0.04% | 293 |
|
|
2024
Q1 | $149K | Sell |
2,251
-80
| -3% | -$4.97K | 0.04% | 293 |
|
|
2023
Q4 | $139K | Buy |
2,331
+18
| +0.8% | +$969 | 0.05% | 270 |
|
|
2023
Q3 | $119K | Hold |
2,313
| – | – | 0.05% | 260 |
|
|
2023
Q2 | $122K | Sell |
2,313
-111
| -5% | -$5.63K | 0.05% | 280 |
|
|
2023
Q1 | $125K | Sell |
2,424
-585
| -19% | -$31.9K | 0.06% | 236 |
|
|
2022
Q4 | $158K | Buy |
3,009
+21
| +0.7% | +$1.1K | 0.07% | 236 |
|
|
2022
Q3 | $141K | Buy |
2,988
+1,509
| +102% | +$79.2K | 0.07% | 234 |
|
|
2022
Q2 | $73K | Sell |
1,479
-1,605
| -52% | -$87K | 0.04% | 292 |
|
|
2022
Q1 | $185K | Buy |
3,084
+720
| +30% | +$45.4K | 0.08% | 219 |
|
|
2021
Q4 | $152K | Buy |
2,364
+267
| +13% | +$17.4K | 0.06% | 268 |
|
|
2021
Q3 | $131K | Buy |
2,097
+501
| +31% | +$31.4K | 0.06% | 255 |
|
|
2021
Q2 | $99K | Buy |
1,596
+150
| +10% | +$9.16K | 0.05% | 296 |
|
|
2021
Q1 | $83K | Buy |
1,446
+30
| +2% | +$1.62K | 0.04% | 288 |
|
|
2020
Q4 | $71K | Hold |
1,416
| – | – | 0.04% | 270 |
|
|
2020
Q3 | $58K | Buy |
+1,416
| New | +$58.4K | 0.03% | 351 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
