Gallagher Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,408
| Closed | -$287K | – | 289 |
|
|
2024
Q2 | $287K | Sell |
4,408
-11
| -0.2% | -$717 | 0.06% | 166 |
|
|
2024
Q1 | $293K | Buy |
4,419
+30
| +0.7% | +$1.99K | 0.01% | 154 |
|
|
2023
Q4 | $262K | Buy |
4,389
+15
| +0.3% | +$896 | 0.01% | 155 |
|
|
2023
Q3 | $225K | Sell |
4,374
-12
| -0.3% | -$619 | 0.02% | 153 |
|
|
2023
Q2 | $231K | Buy |
+4,386
| New | +$231K | 0.02% | 192 |
|