Kozak & Associates’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
Q3 | $35.9M | Buy |
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|
2025
Q2 | $27.6M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $20.5M | Buy |
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|
2024
Q3 | $18.8M | Sell |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $9.81M | Sell |
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $12.9M | Buy |
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|
2022
Q1 | $15M | Hold |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $15.6M | Buy |
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|
2020
Q4 | $9.36M | Buy |
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