GeoWealth 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
Q2 | $997K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.7M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $5.53M | Sell |
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|
2021
Q4 | $6.85M | Sell |
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|
2021
Q3 | $6.82M | Buy |
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|
2021
Q2 | $6.7M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3M | Buy |
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