Jones Financial Companies’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 | $2.8M | Buy |
32,970
+3,858
| +13% | +$327K | ﹤0.01% | 669 |
|
|
2025
Q1 | $2.26M | Buy |
29,112
+11,956
| +70% | +$929K | ﹤0.01% | 626 |
|
|
2024
Q4 | $1.33M | Buy |
17,156
+5,387
| +46% | +$419K | ﹤0.01% | 667 |
|
|
2024
Q3 | $833K | Buy |
11,769
+1,897
| +19% | +$134K | ﹤0.01% | 658 |
|
|
2024
Q2 | $644K | Buy |
9,872
+4,728
| +92% | +$308K | ﹤0.01% | 501 |
|
|
2024
Q1 | $341K | Buy |
5,144
+17
| +0.3% | +$1.13K | ﹤0.01% | 379 |
|
|
2023
Q4 | $306K | Buy |
+5,127
| New | +$306K | ﹤0.01% | 280 |
|