Harbor Investment Advisory’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 | $32.8K | Buy |
383
+113
| +42% | +$9.67K | ﹤0.01% | 694 |
|
|
2025
Q1 | $21.2K | Hold |
270
| – | – | ﹤0.01% | 761 |
|
|
2024
Q4 | $21K | Hold |
270
| – | – | ﹤0.01% | 733 |
|
|
2024
Q3 | $19.2K | Hold |
270
| – | – | ﹤0.01% | 744 |
|
|
2024
Q2 | $17.6K | Hold |
270
| – | – | ﹤0.01% | 760 |
|
|
2024
Q1 | $17.9K | Hold |
270
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $16.1K | Hold |
270
| – | – | ﹤0.01% | 751 |
|
|
2023
Q3 | $13.9K | Hold |
270
| – | – | ﹤0.01% | 741 |
|
|
2023
Q2 | $14.2K | Hold |
270
| – | – | ﹤0.01% | 962 |
|
|
2023
Q1 | $13.6K | Hold |
270
| – | – | ﹤0.01% | 986 |
|
|
2022
Q4 | $14.2K | Hold |
270
| – | – | ﹤0.01% | 960 |
|
|
2022
Q3 | $13K | Hold |
270
| – | – | ﹤0.01% | 994 |
|
|
2022
Q2 | $13K | Buy |
+270
| New | +$13K | ﹤0.01% | 987 |
|
|
2021
Q4 | – | Sell |
-480
| Closed | -$30K | – | 1326 |
|
|
2021
Q3 | $30K | Buy |
+480
| New | +$30K | ﹤0.01% | 869 |
|