GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
11,642
-1,872
| -14% | -$160K | 0.04% | 257 |
|
|
2025
Q1 | $1.06M | Sell |
13,514
-738
| -5% | -$58K | 0.04% | 246 |
|
|
2024
Q4 | $1.11M | Sell |
14,252
-11,288
| -44% | -$878K | 0.04% | 280 |
|
|
2024
Q3 | $1.81M | Sell |
25,540
-562
| -2% | -$39.9K | 0.06% | 198 |
|
|
2024
Q2 | $1.7M | Sell |
26,102
-222
| -0.8% | -$14.5K | 0.07% | 180 |
|
|
2024
Q1 | $1.75M | Sell |
26,324
-9,439
| -26% | -$626K | 0.07% | 194 |
|
|
2023
Q4 | $2.14M | Buy |
35,763
+9,303
| +35% | +$556K | 0.18% | 114 |
|
|
2023
Q3 | $1.36M | Sell |
26,460
-498
| -2% | -$25.7K | 0.15% | 118 |
|
|
2023
Q2 | $1.42M | Buy |
26,958
+2,391
| +10% | +$126K | 0.15% | 102 |
|
|
2023
Q1 | $1.24M | Sell |
24,567
-11,313
| -32% | -$569K | 0.14% | 86 |
|
|
2022
Q4 | $1.88M | Sell |
35,880
-17,814
| -33% | -$935K | 0.2% | 81 |
|
|
2022
Q3 | $2.53M | Sell |
53,694
-3,309
| -6% | -$156K | 0.28% | 73 |
|
|
2022
Q2 | $2.82M | Sell |
57,003
-34,926
| -38% | -$1.73M | 0.38% | 60 |
|
|
2022
Q1 | $5.53M | Sell |
91,929
-14,475
| -14% | -$870K | 0.49% | 56 |
|
|
2021
Q4 | $6.85M | Sell |
106,404
-2,334
| -2% | -$150K | 0.56% | 49 |
|
|
2021
Q3 | $6.82M | Buy |
108,738
+216
| +0.2% | +$13.5K | 0.56% | 56 |
|
|
2021
Q2 | $6.7M | Buy |
108,522
+30,990
| +40% | +$1.91M | 0.85% | 31 |
|
|
2021
Q1 | $4.43M | Buy |
77,532
+17,589
| +29% | +$1M | 0.69% | 41 |
|
|
2020
Q4 | $3M | Buy |
+59,943
| New | +$3M | 0.48% | 61 |
|