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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $205K | Buy |
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|
2025
Q2 | $51.3K | Sell |
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|
2025
Q1 | $179K | Buy |
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|
2024
Q4 | $176K | Buy |
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|
2024
Q3 | $161K | Buy |
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|
2024
Q2 | $147K | Buy |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $152K | Buy |
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|
2021
Q3 | $131K | Buy |
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|
2021
Q2 | $99K | Buy |
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|
2021
Q1 | $83K | Buy |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $58K | Buy |
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