Howard Capital Management Group’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 | $8.38M | Sell |
97,912
-1,235
| -1% | -$106K | 0.58% | 31 |
|
|
2025
Q1 | $7.79M | Sell |
99,147
-14,745
| -13% | -$1.16M | 0.61% | 31 |
|
|
2024
Q4 | $8.86M | Sell |
113,892
-560
| -0.5% | -$43.6K | 0.61% | 32 |
|
|
2024
Q3 | $8.13M | Buy |
114,452
+2,392
| +2% | +$170K | 0.57% | 33 |
|
|
2024
Q2 | $7.31M | Buy |
112,060
+3,634
| +3% | +$237K | 0.54% | 33 |
|
|
2024
Q1 | $7.19M | Sell |
108,426
-792
| -0.7% | -$52.5K | 0.55% | 34 |
|
|
2023
Q4 | $6.52M | Sell |
109,218
-2,382
| -2% | -$142K | 0.57% | 33 |
|
|
2023
Q3 | $5.75M | Buy |
111,600
+1,620
| +1% | +$83.5K | 0.56% | 33 |
|
|
2023
Q2 | $5.79M | Buy |
109,980
+3,042
| +3% | +$160K | 0.54% | 33 |
|
|
2023
Q1 | $5.38M | Sell |
106,938
-843
| -0.8% | -$42.4K | 0.57% | 33 |
|
|
2022
Q4 | $5.66M | Sell |
107,781
-1,869
| -2% | -$98.1K | 0.68% | 33 |
|
|
2022
Q3 | $5.16M | Sell |
109,650
-1,080
| -1% | -$50.8K | 0.65% | 33 |
|
|
2022
Q2 | $5.47M | Buy |
110,730
+1,806
| +2% | +$89.2K | 0.64% | 33 |
|
|
2022
Q1 | $6.55M | Buy |
108,924
+5,058
| +5% | +$304K | 0.6% | 35 |
|
|
2021
Q4 | $6.69M | Buy |
103,866
+5,643
| +6% | +$363K | 0.55% | 37 |
|
|
2021
Q3 | $6.16M | Buy |
98,223
+8,805
| +10% | +$552K | 0.57% | 37 |
|
|
2021
Q2 | $5.52M | Buy |
+89,418
| New | +$5.52M | 0.52% | 37 |
|