LPL Financial’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 | $36.6M | Sell |
427,775
-31,674
| -7% | -$2.71M | 0.01% | 920 |
|
|
2025
Q1 | $36.1M | Buy |
459,449
+24,828
| +6% | +$1.95M | 0.01% | 840 |
|
|
2024
Q4 | $33.8M | Buy |
434,621
+18,688
| +4% | +$1.45M | 0.01% | 828 |
|
|
2024
Q3 | $29.5M | Buy |
415,933
+32,774
| +9% | +$2.33M | 0.01% | 837 |
|
|
2024
Q2 | $25M | Buy |
383,159
+24,170
| +7% | +$1.58M | 0.01% | 857 |
|
|
2024
Q1 | $23.8M | Buy |
358,989
+46,698
| +15% | +$3.1M | 0.01% | 862 |
|
|
2023
Q4 | $18.7M | Sell |
312,291
-384
| -0.1% | -$22.9K | 0.01% | 911 |
|
|
2023
Q3 | $16.1M | Sell |
312,675
-10,968
| -3% | -$565K | 0.01% | 896 |
|
|
2023
Q2 | $17M | Buy |
323,643
+1,911
| +0.6% | +$101K | 0.01% | 858 |
|
|
2023
Q1 | $16.2M | Buy |
321,732
+9,147
| +3% | +$460K | 0.01% | 853 |
|
|
2022
Q4 | $16.4M | Sell |
312,585
-10,845
| -3% | -$569K | 0.01% | 790 |
|
|
2022
Q3 | $15.2M | Sell |
323,430
-28,701
| -8% | -$1.35M | 0.01% | 759 |
|
|
2022
Q2 | $17.4M | Sell |
352,131
-44,190
| -11% | -$2.18M | 0.02% | 696 |
|
|
2022
Q1 | $23.8M | Buy |
396,321
+13,104
| +3% | +$788K | 0.02% | 601 |
|
|
2021
Q4 | $24.7M | Buy |
383,217
+19,095
| +5% | +$1.23M | 0.02% | 595 |
|
|
2021
Q3 | $22.8M | Sell |
364,122
-43,158
| -11% | -$2.71M | 0.02% | 573 |
|
|
2021
Q2 | $25.1M | Buy |
407,280
+63,384
| +18% | +$3.91M | 0.03% | 507 |
|
|
2021
Q1 | $19.6M | Buy |
343,896
+19,074
| +6% | +$1.09M | 0.02% | 556 |
|
|
2020
Q4 | $16.2M | Sell |
324,822
-1,304,346
| -80% | -$65.2M | 0.02% | 546 |
|
|
2020
Q3 | $66.3M | Buy |
1,629,168
+75,381
| +5% | +$3.07M | 0.1% | 182 |
|
|
2020
Q2 | $61.8M | Buy |
1,553,787
+1,247,667
| +408% | +$49.7M | 0.11% | 176 |
|
|
2020
Q1 | $10.5M | Sell |
306,120
-90,414
| -23% | -$3.09M | 0.02% | 487 |
|
|
2019
Q4 | $20.1M | Buy |
396,534
+7,080
| +2% | +$358K | 0.04% | 356 |
|
|
2019
Q3 | $17.7M | Buy |
389,454
+52,041
| +15% | +$2.37M | 0.04% | 360 |
|
|
2019
Q2 | $15.1M | Buy |
337,413
+15,366
| +5% | +$686K | 0.03% | 396 |
|
|
2019
Q1 | $13.4M | Sell |
322,047
-7,533
| -2% | -$313K | 0.03% | 408 |
|
|
2018
Q4 | $12.3M | Sell |
329,580
-62,859
| -16% | -$2.35M | 0.03% | 389 |
|
|
2018
Q3 | $17.4M | Buy |
392,439
+3,777
| +1% | +$168K | 0.04% | 327 |
|
|
2018
Q2 | $16.8M | Sell |
388,662
-9,933
| -2% | -$429K | 0.04% | 319 |
|
|
2018
Q1 | $17.4M | Sell |
398,595
-57,471
| -13% | -$2.51M | 0.05% | 303 |
|
|
2017
Q4 | $19.8M | Sell |
456,066
-107,388
| -19% | -$4.67M | 0.06% | 256 |
|
|
2017
Q3 | $22.5M | Buy |
563,454
+29,895
| +6% | +$1.19M | 0.08% | 212 |
|
|
2017
Q2 | $20.2M | Buy |
533,559
+53,622
| +11% | +$2.03M | 0.08% | 216 |
|
|
2017
Q1 | $17.4M | Buy |
479,937
+84,801
| +21% | +$3.07M | 0.12% | 145 |
|
|
2016
Q4 | $14.2M | Buy |
395,136
+250,491
| +173% | +$8.98M | 0.11% | 163 |
|
|
2016
Q3 | $4.24M | Sell |
144,645
-21,603
| -13% | -$633K | 0.04% | 437 |
|
|
2016
Q2 | $4.37M | Sell |
166,248
-181,680
| -52% | -$4.78M | 0.04% | 424 |
|
|
2016
Q1 | $9.29M | Sell |
347,928
-13,431
| -4% | -$359K | 0.03% | 467 |
|
|
2015
Q4 | $10.6M | Buy |
361,359
+141,459
| +64% | +$4.14M | 0.03% | 428 |
|
|
2015
Q3 | $6.42M | Buy |
219,900
+85,509
| +64% | +$2.5M | 0.04% | 388 |
|
|
2015
Q2 | $4.22M | Buy |
134,391
+25,845
| +24% | +$811K | 0.02% | 585 |
|
|
2015
Q1 | $3.23M | Sell |
108,546
-4,299
| -4% | -$128K | 0.02% | 697 |
|
|
2014
Q4 | $3.45M | Sell |
112,845
-8,370
| -7% | -$256K | 0.02% | 638 |
|
|
2014
Q3 | $3.43M | Sell |
121,215
-16,944
| -12% | -$480K | 0.02% | 607 |
|
|
2014
Q2 | $3.89M | Sell |
138,159
-565,320
| -80% | -$15.9M | 0.02% | 575 |
|
|
2014
Q1 | $19.9M | Buy |
703,479
+25,620
| +4% | +$725K | 0.12% | 163 |
|
|
2013
Q4 | $18.9M | Buy |
677,859
+15,252
| +2% | +$426K | 0.12% | 164 |
|
|
2013
Q3 | $16.8M | Buy |
662,607
+126,747
| +24% | +$3.21M | 0.11% | 170 |
|
|
2013
Q2 | $12.8M | Buy |
+535,860
| New | +$12.8M | 0.09% | 201 |
|