IHT Wealth Management’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
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $945K | Sell |
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|
2021
Q2 | $941K | Buy |
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|
2021
Q1 | $861K | Sell |
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|
2020
Q4 | $797K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $866K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $61K | Sell |
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|
2017
Q2 | $23 | Buy |
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|
2017
Q1 | $182K | Buy |
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|
2016
Q4 | $26K | Buy |
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