International Assets Investment 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 | $251K | Buy |
2,928
+11
| +0.4% | +$941 | 0.02% | 673 |
|
|
2025
Q1 | $229K | Sell |
2,917
-390
| -12% | -$30.6K | 0.02% | 659 |
|
|
2024
Q4 | $257K | Sell |
3,307
-257,527
| -99% | -$20M | 0.02% | 637 |
|
|
2024
Q3 | $3.67K | Buy |
260,834
+257,527
| +7,787% | +$3.63K | 0.01% | 667 |
|
|
2024
Q2 | $216K | Buy |
+3,307
| New | +$216K | 0.02% | 678 |
|
|
2021
Q2 | – | Sell |
-1,008
| Closed | -$50K | – | 1184 |
|
|
2021
Q1 | $50K | Hold |
1,008
| – | – | ﹤0.01% | 961 |
|
|
2020
Q4 | $50K | Buy |
+1,008
| New | +$50K | 0.01% | 843 |
|