Interchange Capital Partners’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 | $282K | Sell |
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2025
Q1 | $269K | Sell |
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|
2024
Q4 | $271K | Sell |
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2024
Q3 | $294K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $202K | Buy |
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