Global Retirement Partners’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 | $2.05K | Buy |
+24
| New | +$2.05K | ﹤0.01% | 3229 |
|
|
2024
Q4 | $1.87K | Hold |
24
| – | – | ﹤0.01% | 3097 |
|
|
2024
Q3 | $1.7K | Hold |
24
| – | – | ﹤0.01% | 2983 |
|
|
2024
Q2 | $1.57K | Hold |
24
| – | – | ﹤0.01% | 3048 |
|
|
2024
Q1 | $1.59K | Hold |
24
| – | – | ﹤0.01% | 2830 |
|
|
2023
Q4 | $1.41K | Buy |
+24
| New | +$1.41K | ﹤0.01% | 2794 |
|
|
2023
Q1 | – | Sell |
-153
| Closed | -$8.03K | – | 3279 |
|
|
2022
Q4 | $8.03K | Hold |
153
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q3 | $8K | Buy |
153
+3
| +2% | +$157 | ﹤0.01% | 1765 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1711 |
|
|
2020
Q4 | – | Sell |
-645
| Closed | -$26K | – | 1763 |
|
|
2020
Q3 | $26K | Buy |
645
+21
| +3% | +$847 | ﹤0.01% | 843 |
|
|
2020
Q2 | $25K | Buy |
+624
| New | +$25K | ﹤0.01% | 833 |
|