Lion Street 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 | $290K | Hold |
3,385
| – | – | 0.09% | 222 |
|
|
2025
Q1 | $266K | Sell |
3,385
-66
| -2% | -$5.18K | 0.08% | 217 |
|
|
2024
Q4 | $269K | Hold |
3,451
| – | – | 0.09% | 215 |
|
|
2024
Q3 | $245K | Hold |
3,451
| – | – | 0.09% | 225 |
|
|
2024
Q2 | $225K | Buy |
3,451
+2,297
| +199% | +$150K | 0.08% | 239 |
|
|
2024
Q1 | $207K | Sell |
1,154
-2,308
| -67% | -$414K | 0.08% | 238 |
|
|
2023
Q4 | $207K | Buy |
+3,462
| New | +$207K | 0.08% | 237 |
|