Lido Advisors’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 | $275K | Hold |
3,216
| – | – | ﹤0.01% | 1238 |
|
|
2025
Q1 | $253K | Buy |
+3,216
| New | +$253K | ﹤0.01% | 1185 |
|
|
2024
Q1 | – | Sell |
-9,360
| Closed | -$559K | – | 1238 |
|
|
2023
Q4 | $559K | Buy |
9,360
+111
| +1% | +$6.63K | ﹤0.01% | 740 |
|
|
2023
Q3 | $477K | Hold |
9,249
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $487K | Buy |
9,249
+1,158
| +14% | +$61K | ﹤0.01% | 677 |
|
|
2023
Q1 | $407K | Hold |
8,091
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $425K | Hold |
8,091
| – | – | 0.01% | 588 |
|
|
2022
Q3 | $380K | Buy |
+8,091
| New | +$380K | ﹤0.01% | 565 |
|