Kestra Advisory Services’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 | $1.8M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $657K | Buy |
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|
2024
Q3 | $583K | Sell |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $870K | Buy |
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|
2020
Q4 | $467K | Buy |
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|
2020
Q3 | $304K | Buy |
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