Holt Capital Partners’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 | $12.4M | Buy |
|
|||||
|
2025
Q2 | $11.1M | Buy |
|
|||||
|
2025
Q1 | $9.92M | Buy |
|
|||||
|
2024
Q4 | $9.08M | Sell |
|
|||||
|
2024
Q3 | $8.29M | Buy |
|
|||||
|
2024
Q2 | $7.61M | Sell |
|
|||||
|
2024
Q1 | $7.85M | Sell |
|
|||||
|
2023
Q4 | $7.16M | Buy |
|
|||||
|
2023
Q3 | $6.11M | Sell |
|
|||||
|
2023
Q2 | $6.46M | Buy |
|
|||||
|
2023
Q1 | $6M | Sell |
|
|||||
|
2022
Q4 | $6.33M | Sell |
|
|||||
|
2022
Q3 | $5.69M | Buy |
|
|||||
|
2022
Q2 | $5.63M | Buy |
|
|||||
|
2022
Q1 | $6.66M | Buy |
|
|||||
|
2021
Q4 | $6.82M | Buy |
|
|||||
|
2021
Q3 | $6.45M | Buy |
|
|||||
|
2021
Q2 | $6.1M | Buy |
|
|||||
|
2021
Q1 | $5.3M | Buy |
|
|||||
|
2020
Q4 | $4.45M | Buy |
|
|||||
|
2020
Q3 | $3.48M | Sell |
|
|||||
|
2020
Q2 | $3.45M | Buy |
|
|||||
|
2020
Q1 | $2.84M | Buy |
|
|||||
|
2019
Q4 | $4.17M | Buy |
|
|||||
|
2019
Q3 | $3.66M | Buy |
|
|||||
|
2019
Q2 | $3.42M | Buy |
|
|||||
|
2019
Q1 | $2.93M | Buy |
|
|||||
|
2018
Q4 | $2.42M | Buy |
|
|||||
|
2018
Q3 | $2.49M | Buy |
|
|||||
|
2018
Q2 | $2.12M | Buy |
|
|||||
|
2018
Q1 | $1.84M | Buy |
|
|||||
|
2017
Q4 | $1.73M | Buy |
|
|||||
|
2017
Q3 | $1.56M | Buy |
|
|||||
|
2017
Q2 | $1.26M | Buy |
|
|||||
|
2017
Q1 | $1.06M | Buy |
|
|||||
|
2016
Q4 | $947K | Buy |
|
|||||
|
2016
Q3 | $755K | Sell |
|
|||||
|
2016
Q2 | $750K | Buy |
|
|||||
|
2016
Q1 | $649K | Buy |
|
|||||
|
2015
Q4 | $638K | Sell |
|
|||||
|
2015
Q3 | $664K | Buy |
|
|||||
|
2015
Q2 | $697K | Buy |
|
|||||
|
2015
Q1 | $646K | Buy |
|
|||||
|
2014
Q4 | $548K | Hold |
|
|||||
|
2014
Q3 | $514K | Buy |
|
|||||
|
2014
Q2 | $487K | Buy |
|
|||||
|
2014
Q1 | $477K | Buy |
|
|||||
|
2013
Q4 | $372K | Buy |
|