Harbour Investments’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 | $97.3K | Hold |
1,136
| – | – | ﹤0.01% | 1522 |
|
|
2025
Q1 | $89.3K | Sell |
1,136
-60
| -5% | -$4.72K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $93.1K | Sell |
1,196
-25
| -2% | -$1.95K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $86.7K | Buy |
1,221
+741
| +154% | +$52.6K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $31.3K | Sell |
480
-120
| -20% | -$7.83K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $39.8K | Sell |
600
-48
| -7% | -$3.18K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $38.7K | Sell |
648
-1,083
| -63% | -$64.7K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $89.3K | Sell |
1,731
-1,734
| -50% | -$89.4K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $182K | Buy |
3,465
+717
| +26% | +$37.8K | 0.01% | 828 |
|
|
2023
Q1 | $138K | Sell |
2,748
-459
| -14% | -$23.1K | 0.01% | 909 |
|
|
2022
Q4 | $168K | Buy |
3,207
+27
| +0.8% | +$1.42K | 0.01% | 801 |
|
|
2022
Q3 | $157K | Hold |
3,180
| – | – | 0.01% | 791 |
|
|
2022
Q2 | $157K | Buy |
+3,180
| New | +$157K | 0.01% | 791 |
|
|
2021
Q4 | $206K | Sell |
3,198
-3,006
| -48% | -$194K | 0.01% | 708 |
|
|
2021
Q3 | $389K | Buy |
6,204
+270
| +5% | +$16.9K | 0.01% | 745 |
|
|
2021
Q2 | $367K | Sell |
5,934
-72
| -1% | -$4.45K | 0.01% | 799 |
|
|
2021
Q1 | $343K | Buy |
+6,006
| New | +$343K | 0.01% | 749 |
|