Horizon Family Wealth’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 | $466K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $208K | Buy |
|