Hirtle Callaghan & Co’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-420
| Closed | -$13K | – | 194 |
|
|
2014
Q4 | $13K | Hold |
420
| – | – | ﹤0.01% | 411 |
|
|
2014
Q3 | $12K | Hold |
420
| – | – | ﹤0.01% | 448 |
|
|
2014
Q2 | $12K | Hold |
420
| – | – | ﹤0.01% | 490 |
|
|
2014
Q1 | $12K | Hold |
420
| – | – | ﹤0.01% | 476 |
|
|
2013
Q4 | $12K | Hold |
420
| – | – | ﹤0.01% | 455 |
|
|
2013
Q3 | $10K | Buy |
+420
| New | +$10K | ﹤0.01% | 476 |
|