Horizon Family Wealth’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 | $421K | Buy |
4,913
+74
| +2% | +$6.33K | 0.26% | 57 |
|
|
2025
Q1 | $380K | Sell |
4,839
-335
| -6% | -$26.3K | 0.25% | 51 |
|
|
2024
Q4 | $403K | Buy |
5,174
+512
| +11% | +$39.8K | 0.27% | 50 |
|
|
2024
Q3 | $331K | Buy |
4,662
+83
| +2% | +$5.9K | 0.24% | 58 |
|
|
2024
Q2 | $299K | Buy |
4,579
+43
| +0.9% | +$2.8K | 0.23% | 57 |
|
|
2024
Q1 | $301K | Sell |
4,536
-30
| -0.7% | -$1.99K | 0.23% | 57 |
|
|
2023
Q4 | $273K | Sell |
4,566
-24
| -0.5% | -$1.43K | 0.23% | 56 |
|
|
2023
Q3 | $237K | Sell |
4,590
-3,096
| -40% | -$160K | 0.23% | 56 |
|
|
2023
Q2 | $405K | Buy |
7,686
+3,210
| +72% | +$169K | 0.39% | 35 |
|
|
2023
Q1 | $225K | Buy |
4,476
+108
| +2% | +$5.44K | 0.24% | 53 |
|
|
2022
Q4 | $229K | Buy |
+4,368
| New | +$229K | 0.26% | 51 |
|
|
2022
Q2 | – | Sell |
-3,789
| Closed | -$228K | – | 56 |
|
|
2022
Q1 | $228K | Buy |
3,789
+552
| +17% | +$33.2K | 0.23% | 56 |
|
|
2021
Q4 | $208K | Buy |
+3,237
| New | +$208K | 0.21% | 46 |
|