Investmark Advisory Group’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
Q3 | $554K | Buy |
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|
2025
Q2 | $528K | Buy |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $397K | Buy |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $316K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $373K | Buy |
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