HBK Sorce Advisory’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
Q3 | $340K | Hold |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $262K | Buy |
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