Koshinski Asset Management’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 | $1.81M | Buy |
21,149
+466
| +2% | +$39.9K | 0.14% | 152 |
|
|
2025
Q1 | $1.62M | Sell |
20,683
-154
| -0.7% | -$12.1K | 0.14% | 157 |
|
|
2024
Q4 | $1.62B | Buy |
20,837
+86
| +0.4% | +$6.69M | 0.14% | 146 |
|
|
2024
Q3 | $1.47M | Sell |
20,751
-756
| -4% | -$53.7K | 0.13% | 160 |
|
|
2024
Q2 | $1.42M | Buy |
21,507
+14,976
| +229% | +$992K | 0.13% | 151 |
|
|
2024
Q1 | $433K | Buy |
+6,531
| New | +$433K | 0.04% | 349 |
|
|
2023
Q4 | – | Sell |
-22,404
| Closed | -$1.15M | – | 571 |
|
|
2023
Q3 | $1.15M | Buy |
22,404
+87
| +0.4% | +$4.49K | 0.13% | 154 |
|
|
2023
Q2 | $1.18M | Buy |
22,317
+4,443
| +25% | +$234K | 0.13% | 165 |
|
|
2023
Q1 | $899K | Sell |
17,874
-6,831
| -28% | -$344K | 0.09% | 224 |
|
|
2022
Q4 | $1.3M | Sell |
24,705
-1,326
| -5% | -$69.6K | 0.13% | 179 |
|
|
2022
Q3 | $1.23M | Sell |
26,031
-126
| -0.5% | -$5.93K | 0.15% | 165 |
|
|
2022
Q2 | $1.29M | Buy |
26,157
+99
| +0.4% | +$4.89K | 0.13% | 185 |
|
|
2022
Q1 | $1.57M | Sell |
26,058
-5,895
| -18% | -$354K | 0.13% | 170 |
|
|
2021
Q4 | $2.06M | Sell |
31,953
-219
| -0.7% | -$14.1K | 0.17% | 133 |
|
|
2021
Q3 | $2.02M | Sell |
32,172
-864
| -3% | -$54.2K | 0.18% | 127 |
|
|
2021
Q2 | $2.04M | Buy |
33,036
+783
| +2% | +$48.4K | 0.26% | 93 |
|
|
2021
Q1 | $1.84M | Buy |
32,253
+4,551
| +16% | +$260K | 0.2% | 123 |
|
|
2020
Q4 | $1.39M | Sell |
27,702
-2,223
| -7% | -$111K | 0.18% | 146 |
|
|
2020
Q3 | $1.3K | Sell |
29,925
-7,392
| -20% | -$321 | 0.17% | 137 |
|
|
2020
Q2 | $1.49M | Buy |
37,317
+15,591
| +72% | +$620K | 0.24% | 109 |
|
|
2020
Q1 | $744K | Sell |
21,726
-6,945
| -24% | -$238K | 0.16% | 175 |
|
|
2019
Q4 | $1.45M | Buy |
+28,671
| New | +$1.45M | 0.25% | 120 |
|
|
2019
Q2 | – | Sell |
-6,396
| Closed | -$266 | – | 322 |
|
|
2019
Q1 | $266 | Sell |
6,396
-1,563
| -20% | -$65 | 0.07% | 313 |
|
|
2018
Q4 | $298K | Buy |
7,959
+2,595
| +48% | +$97.2K | 0.07% | 301 |
|
|
2018
Q3 | $238K | Buy |
5,364
+705
| +15% | +$31.3K | 0.03% | 471 |
|
|
2018
Q2 | $201K | Buy |
+4,659
| New | +$201K | 0.06% | 363 |
|
|
2018
Q1 | – | Sell |
-9,678
| Closed | -$421K | – | 392 |
|
|
2017
Q4 | $421K | Buy |
+9,678
| New | +$421K | 0.11% | 275 |
|