Kesler Norman & Wride’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
Q4 | – | Sell |
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|
2025
Q3 | $427K | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $417K | Sell |
|
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $385K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $3.12M | Sell |
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|
2022
Q1 | $6.61M | Sell |
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|
2021
Q4 | $7.63M | Buy |
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|
2021
Q3 | $7.08M | Buy |
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|
2021
Q2 | $4.82M | Buy |
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