JPMorgan Chase & Co’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 | $25.6M | Buy |
298,829
+14,061
| +5% | +$1.2M | ﹤0.01% | 1577 |
|
|
2025
Q1 | $22.4M | Buy |
284,768
+18,095
| +7% | +$1.42M | ﹤0.01% | 1633 |
|
|
2024
Q4 | $20.7M | Buy |
266,673
+5,103
| +2% | +$397K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $18.6M | Buy |
261,570
+5,590
| +2% | +$397K | ﹤0.01% | 1753 |
|
|
2024
Q2 | $16.7M | Buy |
255,980
+14,447
| +6% | +$942K | ﹤0.01% | 1764 |
|
|
2024
Q1 | $16M | Buy |
241,533
+9,162
| +4% | +$607K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $13.9M | Buy |
232,371
+60,648
| +35% | +$3.62M | ﹤0.01% | 1877 |
|
|
2023
Q3 | $8.85M | Buy |
171,723
+18,141
| +12% | +$935K | ﹤0.01% | 2054 |
|
|
2023
Q2 | $8.09M | Buy |
153,582
+17,550
| +13% | +$924K | ﹤0.01% | 2183 |
|
|
2023
Q1 | $6.84M | Buy |
136,032
+12,738
| +10% | +$641K | ﹤0.01% | 2247 |
|
|
2022
Q4 | $6.47M | Buy |
123,294
+30,342
| +33% | +$1.59M | ﹤0.01% | 2204 |
|
|
2022
Q3 | $4.38M | Sell |
92,952
-14,568
| -14% | -$686K | ﹤0.01% | 2425 |
|
|
2022
Q2 | $5.31M | Sell |
107,520
-35,277
| -25% | -$1.74M | ﹤0.01% | 2365 |
|
|
2022
Q1 | $8.58M | Buy |
142,797
+16,062
| +13% | +$965K | ﹤0.01% | 2161 |
|
|
2021
Q4 | $8.16M | Buy |
126,735
+42,465
| +50% | +$2.73M | ﹤0.01% | 2239 |
|
|
2021
Q3 | $5.29M | Buy |
84,270
+1,608
| +2% | +$101K | ﹤0.01% | 2544 |
|
|
2021
Q2 | $5.1M | Buy |
82,662
+22,317
| +37% | +$1.38M | ﹤0.01% | 2630 |
|
|
2021
Q1 | $3.45M | Buy |
60,345
+6,762
| +13% | +$386K | ﹤0.01% | 2902 |
|
|
2020
Q4 | $2.68M | Sell |
53,583
-1,113
| -2% | -$55.7K | ﹤0.01% | 2789 |
|
|
2020
Q3 | $2.2M | Buy |
54,696
+5,562
| +11% | +$224K | ﹤0.01% | 2693 |
|
|
2020
Q2 | $1.96M | Buy |
49,134
+6,522
| +15% | +$260K | ﹤0.01% | 2685 |
|
|
2020
Q1 | $1.46M | Sell |
42,612
-10,398
| -20% | -$356K | ﹤0.01% | 2762 |
|
|
2019
Q4 | $2.68M | Buy |
53,010
+8,280
| +19% | +$419K | ﹤0.01% | 2530 |
|
|
2019
Q3 | $2.03M | Buy |
44,730
+16,287
| +57% | +$741K | ﹤0.01% | 2721 |
|
|
2019
Q2 | $1.25M | Buy |
28,443
+165
| +0.6% | +$7.25K | ﹤0.01% | 2932 |
|
|
2019
Q1 | $1.18M | Sell |
28,278
-1,200
| -4% | -$49.9K | ﹤0.01% | 2946 |
|
|
2018
Q4 | $1.1M | Sell |
29,478
-31,608
| -52% | -$1.18M | ﹤0.01% | 2984 |
|
|
2018
Q3 | $2.71M | Buy |
61,086
+13,050
| +27% | +$580K | ﹤0.01% | 2622 |
|
|
2018
Q2 | $2.08M | Sell |
48,036
-6,627
| -12% | -$286K | ﹤0.01% | 2794 |
|
|
2018
Q1 | $2.39M | Buy |
54,663
+18,825
| +53% | +$822K | ﹤0.01% | 2640 |
|
|
2017
Q4 | $1.56M | Buy |
35,838
+2,745
| +8% | +$119K | ﹤0.01% | 2848 |
|
|
2017
Q3 | $1.32M | Buy |
33,093
+27,048
| +447% | +$1.08M | ﹤0.01% | 2808 |
|
|
2017
Q2 | $228K | Buy |
6,045
+807
| +15% | +$30.4K | ﹤0.01% | 3357 |
|
|
2017
Q1 | $190K | Buy |
5,238
+1,545
| +42% | +$56K | ﹤0.01% | 3501 |
|
|
2016
Q4 | $131K | Sell |
3,693
-552
| -13% | -$19.6K | ﹤0.01% | 3802 |
|
|
2016
Q3 | $124K | Buy |
4,245
+1,305
| +44% | +$38.1K | ﹤0.01% | 3379 |
|
|
2016
Q2 | $79K | Buy |
2,940
+1,290
| +78% | +$34.7K | ﹤0.01% | 3421 |
|
|
2016
Q1 | $45K | Buy |
+1,650
| New | +$45K | ﹤0.01% | 3439 |
|
|
2014
Q4 | – | Sell |
-24,768
| Closed | -$711K | – | 3439 |
|
|
2014
Q3 | $711K | Sell |
24,768
-393
| -2% | -$11.3K | ﹤0.01% | 2894 |
|
|
2014
Q2 | $708K | Sell |
25,161
-591
| -2% | -$16.6K | ﹤0.01% | 2920 |
|
|
2014
Q1 | $729K | Sell |
25,752
-11,361
| -31% | -$322K | ﹤0.01% | 2928 |
|
|
2013
Q4 | $1.04M | Sell |
37,113
-34,656
| -48% | -$967K | ﹤0.01% | 2896 |
|
|
2013
Q3 | $1.77M | Sell |
71,769
-12,012
| -14% | -$297K | ﹤0.01% | 2660 |
|
|
2013
Q2 | $2M | Buy |
+83,781
| New | +$2M | ﹤0.01% | 2535 |
|