Kesler Norman & Wride’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 | $457K | Buy |
5,340
+34
| +0.6% | +$2.91K | 0.08% | 186 |
|
|
2025
Q1 | $417K | Sell |
5,306
-184
| -3% | -$14.5K | 0.08% | 182 |
|
|
2024
Q4 | $427K | Buy |
5,490
+74
| +1% | +$5.76K | 0.09% | 177 |
|
|
2024
Q3 | $385K | Buy |
+5,416
| New | +$385K | 0.08% | 194 |
|
|
2023
Q3 | – | Sell |
-5,235
| Closed | -$276K | – | 165 |
|
|
2023
Q2 | $276K | Buy |
5,235
+12
| +0.2% | +$632 | 0.07% | 142 |
|
|
2023
Q1 | $263K | Sell |
5,223
-5,514
| -51% | -$278K | 0.07% | 142 |
|
|
2022
Q4 | $564K | Sell |
10,737
-59,997
| -85% | -$3.15M | 0.15% | 124 |
|
|
2022
Q3 | $3.33M | Buy |
70,734
+7,554
| +12% | +$356K | 0.93% | 40 |
|
|
2022
Q2 | $3.12M | Sell |
63,180
-46,749
| -43% | -$2.31M | 0.87% | 50 |
|
|
2022
Q1 | $6.61M | Sell |
109,929
-8,676
| -7% | -$522K | 1.47% | 24 |
|
|
2021
Q4 | $7.63M | Buy |
118,605
+5,721
| +5% | +$368K | 1.62% | 19 |
|
|
2021
Q3 | $7.08M | Buy |
112,884
+35,349
| +46% | +$2.22M | 1.67% | 14 |
|
|
2021
Q2 | $4.82M | Buy |
+77,535
| New | +$4.82M | 1.11% | 31 |
|