Interchange Capital Partners’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 | $282K | Sell |
3,293
-129
| -4% | -$11K | 0.07% | 230 |
|
|
2025
Q1 | $269K | Sell |
3,422
-61
| -2% | -$4.79K | 0.08% | 215 |
|
|
2024
Q4 | $271K | Sell |
3,483
-657
| -16% | -$51.1K | 0.1% | 197 |
|
|
2024
Q3 | $294K | Sell |
4,140
-139
| -3% | -$9.87K | 0.1% | 196 |
|
|
2024
Q2 | $279K | Sell |
4,279
-1,220
| -22% | -$79.6K | 0.1% | 198 |
|
|
2024
Q1 | $361K | Sell |
5,499
-522
| -9% | -$34.2K | 0.24% | 97 |
|
|
2023
Q4 | $360K | Sell |
6,021
-588
| -9% | -$35.1K | 0.27% | 91 |
|
|
2023
Q3 | $341K | Sell |
6,609
-489
| -7% | -$25.2K | 0.27% | 88 |
|
|
2023
Q2 | $357K | Sell |
7,098
-99
| -1% | -$4.99K | 0.27% | 89 |
|
|
2023
Q1 | $362K | Buy |
7,197
+348
| +5% | +$17.5K | 0.2% | 125 |
|
|
2022
Q4 | $360K | Buy |
6,849
+2,541
| +59% | +$133K | 0.37% | 65 |
|
|
2022
Q3 | $202K | Buy |
+4,308
| New | +$202K | 0.22% | 140 |
|