Geneos Wealth Management’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 | $1.83M | Hold |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $148K | Hold |
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|
2020
Q2 | $144K | Buy |
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|
2020
Q1 | $122K | Hold |
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|
2019
Q4 | $178K | Hold |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $130K | Sell |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $153K | Hold |
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|
2018
Q1 | $154K | Hold |
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|
2017
Q4 | $154K | Hold |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $134K | Hold |
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|
2017
Q1 | $128K | Hold |
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|
2016
Q4 | $125K | Hold |
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|
2016
Q3 | $103K | Sell |
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|
2016
Q2 | $662K | Buy |
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|
2016
Q1 | $96K | Buy |
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