IHT Wealth Management’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 | $3.8M | Buy |
44,347
+942
| +2% | +$80.6K | 0.1% | 185 |
|
|
2025
Q1 | $3.41M | Sell |
43,405
-512
| -1% | -$40.2K | 0.11% | 193 |
|
|
2024
Q4 | $3.42M | Sell |
43,917
-6,546
| -13% | -$509K | 0.11% | 184 |
|
|
2024
Q3 | $3.57M | Buy |
50,463
+26,104
| +107% | +$1.85M | 0.1% | 208 |
|
|
2024
Q2 | $1.59M | Buy |
24,359
+2,316
| +11% | +$151K | 0.06% | 312 |
|
|
2024
Q1 | $1.46M | Sell |
22,043
-781
| -3% | -$51.8K | 0.06% | 329 |
|
|
2023
Q4 | $1.36M | Sell |
22,824
-267
| -1% | -$15.9K | 0.06% | 309 |
|
|
2023
Q3 | $1.19M | Sell |
23,091
-225
| -1% | -$11.6K | 0.06% | 312 |
|
|
2023
Q2 | $1.23M | Sell |
23,316
-786
| -3% | -$41.4K | 0.06% | 286 |
|
|
2023
Q1 | $1.21M | Buy |
24,102
+2,844
| +13% | +$143K | 0.07% | 268 |
|
|
2022
Q4 | $1.12M | Sell |
21,258
-2,769
| -12% | -$145K | 0.07% | 281 |
|
|
2022
Q3 | $1.13M | Buy |
24,027
+12,909
| +116% | +$608K | 0.09% | 254 |
|
|
2022
Q2 | $549K | Sell |
11,118
-183
| -2% | -$9.04K | 0.05% | 371 |
|
|
2022
Q1 | $679K | Sell |
11,301
-3,600
| -24% | -$216K | 0.05% | 331 |
|
|
2021
Q4 | $959K | Sell |
14,901
-171
| -1% | -$11K | 0.07% | 268 |
|
|
2021
Q3 | $945K | Sell |
15,072
-174
| -1% | -$10.9K | 0.08% | 259 |
|
|
2021
Q2 | $941K | Buy |
15,246
+165
| +1% | +$10.2K | 0.06% | 333 |
|
|
2021
Q1 | $861K | Sell |
15,081
-858
| -5% | -$49K | 0.06% | 302 |
|
|
2020
Q4 | $797K | Buy |
+15,939
| New | +$797K | 0.07% | 283 |
|
|
2020
Q3 | – | Sell |
-21,768
| Closed | -$866K | – | 676 |
|
|
2020
Q2 | $866K | Buy |
+21,768
| New | +$866K | 0.12% | 191 |
|
|
2018
Q2 | – | Sell |
-2,019
| Closed | -$86K | – | 902 |
|
|
2018
Q1 | $86K | Buy |
2,019
+519
| +35% | +$22.1K | 0.02% | 521 |
|
|
2017
Q4 | $67K | Hold |
1,500
| – | – | 0.02% | 605 |
|
|
2017
Q3 | $61K | Sell |
1,500
-16,245
| -92% | -$661K | 0.03% | 467 |
|
|
2017
Q2 | $23 | Buy |
17,745
+13,113
| +283% | +$17 | 0.01% | 737 |
|
|
2017
Q1 | $182K | Buy |
4,632
+3,897
| +530% | +$153K | 0.12% | 194 |
|
|
2016
Q4 | $26K | Buy |
+735
| New | +$26K | 0.02% | 553 |
|