Investmark Advisory Group’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 | $528K | Buy |
6,166
+17
| +0.3% | +$1.46K | 0.25% | 69 |
|
|
2025
Q1 | $483K | Buy |
6,149
+16
| +0.3% | +$1.26K | 0.24% | 67 |
|
|
2024
Q4 | $477K | Buy |
6,133
+20
| +0.3% | +$1.56K | 0.23% | 71 |
|
|
2024
Q3 | $434K | Buy |
6,113
+21
| +0.3% | +$1.49K | 0.21% | 77 |
|
|
2024
Q2 | $397K | Buy |
6,092
+20
| +0.3% | +$1.3K | 0.21% | 77 |
|
|
2024
Q1 | $403K | Buy |
6,072
+21
| +0.3% | +$1.39K | 0.22% | 78 |
|
|
2023
Q4 | $362K | Buy |
6,051
+57
| +1% | +$3.41K | 0.21% | 82 |
|
|
2023
Q3 | $309K | Hold |
5,994
| – | – | 0.21% | 81 |
|
|
2023
Q2 | $316K | Buy |
5,994
+27
| +0.5% | +$1.42K | 0.21% | 80 |
|
|
2023
Q1 | $300K | Buy |
5,967
+33
| +0.6% | +$1.66K | 0.22% | 77 |
|
|
2022
Q4 | $312K | Buy |
5,934
+36
| +0.6% | +$1.89K | 0.23% | 80 |
|
|
2022
Q3 | $277K | Buy |
5,898
+36
| +0.6% | +$1.69K | 0.25% | 70 |
|
|
2022
Q2 | $289K | Buy |
5,862
+30
| +0.5% | +$1.48K | 0.29% | 57 |
|
|
2022
Q1 | $350K | Buy |
5,832
+24
| +0.4% | +$1.44K | 0.36% | 54 |
|
|
2021
Q4 | $373K | Buy |
+5,808
| New | +$373K | 0.35% | 51 |
|