J.W. Cole Advisors’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 | $5.02M | Sell |
|
|||||
|
2025
Q1 | $4.66M | Sell |
|
|||||
|
2024
Q4 | $4.73M | Sell |
|
|||||
|
2024
Q3 | $4.35M | Sell |
|
|||||
|
2024
Q2 | $4.02M | Buy |
|
|||||
|
2024
Q1 | $4.08M | Sell |
|
|||||
|
2023
Q4 | $3.86M | Sell |
|
|||||
|
2023
Q3 | $4.38M | Buy |
|
|||||
|
2023
Q2 | $4.31M | Buy |
|
|||||
|
2023
Q1 | $3.94M | Buy |
|
|||||
|
2022
Q4 | $3.44M | Sell |
|
|||||
|
2022
Q3 | $3.17M | Buy |
|
|||||
|
2022
Q2 | $3.06M | Sell |
|
|||||
|
2022
Q1 | $3.81M | Buy |
|
|||||
|
2021
Q4 | $3.73M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $3.41M | Sell |
|
|||||
|
2021
Q1 | $3.28M | Buy |
|
|||||
|
2020
Q4 | $2.8M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.19M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.54M | Buy |
|