IFP Advisors’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
Q1 | – | Sell |
-129
| Closed | -$10K | – | 4483 |
|
|
2024
Q4 | $10K | Buy |
+129
| New | +$9.95K | ﹤0.01% | 2525 |
|
|
2024
Q3 | – | Sell |
-402
| Closed | -$26.2K | – | 3380 |
|
|
2024
Q2 | $26.2K | Buy |
402
+201
| +100% | +$13.1K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $13.3K | Hold |
201
| – | – | ﹤0.01% | 2140 |
|
|
2023
Q4 | $12K | Buy |
201
+51
| +34% | +$2.75K | ﹤0.01% | 2123 |
|
|
2023
Q3 | $7.73K | Hold |
150
| – | – | ﹤0.01% | 2356 |
|
|
2023
Q2 | $7.9K | Sell |
150
-1,488
| -91% | -$75.4K | ﹤0.01% | 2377 |
|
|
2023
Q1 | $72.9K | Sell |
1,638
-58,626
| -97% | -$3.2M | ﹤0.01% | 1400 |
|
|
2022
Q4 | $2.72M | Sell |
60,264
-15,951
| -21% | -$836K | 0.07% | 292 |
|
|
2022
Q3 | $3.4M | Buy |
76,215
+2,865
| +4% | +$150K | 0.09% | 246 |
|
|
2022
Q2 | $3.27M | Hold |
73,350
| – | – | 0.1% | 225 |
|
|
2022
Q1 | $3.27M | Buy |
73,350
+56,379
| +332% | +$3.56M | 0.1% | 225 |
|
|
2021
Q4 | $1.09M | Buy |
16,971
+3,921
| +30% | +$256K | 0.02% | 390 |
|
|
2021
Q3 | $820K | Buy |
13,050
+11,955
| +1,092% | +$750K | 0.02% | 445 |
|
|
2021
Q2 | $67K | Sell |
1,095
-21
| -2% | -$1.28K | ﹤0.01% | 1395 |
|
|
2021
Q1 | $64K | Sell |
1,116
-2,709
| -71% | -$147K | ﹤0.01% | 1352 |
|
|
2020
Q4 | $193K | Sell |
3,825
-6,780
| -64% | -$306K | 0.01% | 816 |
|
|
2020
Q3 | $426K | Buy |
10,605
+2,379
| +29% | +$98.1K | 0.03% | 476 |
|
|
2020
Q2 | $315K | Buy |
8,226
+7,152
| +666% | +$275K | 0.03% | 527 |
|
|
2020
Q1 | $39K | Buy |
1,074
+948
| +752% | +$43.3K | ﹤0.01% | 1232 |
|
|
2019
Q4 | $6K | Buy |
126
+57
| +83% | +$2.74K | ﹤0.01% | 2122 |
|
|
2019
Q3 | $3K | Buy |
+69
| New | +$3.11K | ﹤0.01% | 2547 |
|
|
2019
Q1 | $4K | Sell |
105
-4,005
| -97% | -$166K | ﹤0.01% | 1932 |
|
|
2018
Q4 | $152K | Sell |
4,110
-1,890
| -32% | -$78K | 0.01% | 986 |
|
|
2018
Q3 | $267K | Buy |
6,000
+6
| +0.1% | +$271 | 0.01% | 925 |
|
|
2018
Q2 | $259K | Buy |
5,994
+3,000
| +100% | +$133K | 0.01% | 937 |
|
|
2018
Q1 | $130K | Hold |
2,994
| – | – | 0.01% | 1226 |
|
|
2017
Q4 | $130K | Sell |
2,994
-2,535
| -46% | -$106K | 0.01% | 1236 |
|
|
2017
Q3 | $221K | Buy |
5,529
+303
| +6% | +$11.6K | 0.01% | 1086 |
|
|
2017
Q2 | $197K | Sell |
5,226
-36,384
| -87% | -$1.32M | 0.01% | 1135 |
|
|
2017
Q1 | $1.51M | Sell |
41,610
-1,989
| -5% | -$73K | 0.07% | 314 |
|
|
2016
Q4 | $1.54M | Buy |
43,599
+5,298
| +14% | +$173K | 0.07% | 291 |
|
|
2016
Q3 | $1.12M | Buy |
38,301
+2,103
| +6% | +$60.6K | 0.06% | 333 |
|
|
2016
Q2 | $973K | Buy |
36,198
+36,093
| +34,374% | +$1.01M | 0.05% | 363 |
|
|
2016
Q1 | $4K | Sell |
105
-37,053
| -100% | -$979K | ﹤0.01% | 1930 |
|
|
2015
Q4 | $1.11M | Buy |
+37,158
| New | +$1.13M | 0.07% | 283 |
|
Other funds holding IYG
RIG
FIA
IFP Advisors's IYG Position: Q1 2025 in Review
IFP Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 129 shares — an estimated $10K sold.
IFP Advisors first reported a position in IYG in Q4 2015 and held it in 35 quarters. The position peaked at $3.4M in Q3 2022. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.
- IFP Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
- IFP Advisors sold 129 iShares US Financial Services ETF shares in Q1 2025, an estimated $10K.
- IFP Advisors first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 35 quarters.
- IFP Advisors's iShares US Financial Services ETF position peaked at $3.4M in Q3 2022.
- 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.
Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.