IDA
Intelligence Driven Advisers’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,803
| Closed | -$270K | – | 110 |
|
|
2022
Q2 | $270K | Sell |
1,803
-412
| -19% | -$61.7K | 0.05% | 85 |
|
|
2022
Q1 | $387K | Sell |
2,215
-266
| -11% | -$46.5K | 0.07% | 68 |
|
|
2021
Q4 | $462K | Buy |
2,481
+86
| +4% | +$16K | 0.08% | 61 |
|
|
2021
Q3 | $461K | Sell |
2,395
-396
| -14% | -$76.2K | 0.1% | 51 |
|
|
2021
Q2 | $517K | Sell |
2,791
-86
| -3% | -$15.9K | 0.1% | 61 |
|
|
2021
Q1 | $493K | Sell |
2,877
-550
| -16% | -$94.2K | 0.11% | 52 |
|
|
2020
Q4 | $514K | Sell |
3,427
-74,919
| -96% | -$11.2M | 0.12% | 61 |
|
|
2020
Q3 | $9.56M | Buy |
+78,346
| New | +$9.56M | 2.24% | 17 |
|