LPL Financial’s iShares US Financial Services ETF IYG Stock Holding History

LPL Financial’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.7M	Sell	467,459 -12,482	-3%	-$1.1M	0.01%	1048
2025 Q4	$44.3M	Buy	479,941 +24,452	+5%	+$2.18M	0.01%	925
2025 Q3	$40.8M	Buy	455,489 +27,714	+6%	+$2.44M	0.01%	943
2025 Q2	$36.6M	Sell	427,775 -31,674	-7%	-$2.51M	0.01%	922
2025 Q1	$36.1M	Buy	459,449 +24,828	+6%	+$2M	0.01%	842
2024 Q4	$33.8M	Buy	434,621 +18,688	+4%	+$1.44M	0.01%	830
2024 Q3	$29.5M	Buy	415,933 +32,774	+9%	+$2.25M	0.01%	839
2024 Q2	$25M	Buy	383,159 +24,170	+7%	+$1.57M	0.01%	860
2024 Q1	$23.8M	Buy	358,989 +46,698	+15%	+$2.9M	0.01%	864
2023 Q4	$18.7M	Sell	312,291 -384	-0.1%	-$20.7K	0.01%	914
2023 Q3	$16.1M	Sell	312,675 -10,968	-3%	-$593K	0.01%	898
2023 Q2	$17M	Buy	323,643 +1,911	+0.6%	+$96.9K	0.01%	860
2023 Q1	$16.2M	Buy	321,732 +9,147	+3%	+$499K	0.01%	855
2022 Q4	$16.4M	Sell	312,585 -10,845	-3%	-$568K	0.01%	792
2022 Q3	$15.2M	Sell	323,430 -28,701	-8%	-$1.51M	0.01%	761
2022 Q2	$17.4M	Sell	352,131 -44,190	-11%	-$2.4M	0.02%	697
2022 Q1	$23.8M	Buy	396,321 +13,104	+3%	+$826K	0.02%	603
2021 Q4	$24.7M	Buy	383,217 +19,095	+5%	+$1.24M	0.02%	596
2021 Q3	$22.8M	Sell	364,122 -43,158	-11%	-$2.71M	0.02%	575
2021 Q2	$25.1M	Buy	407,280 +63,384	+18%	+$3.87M	0.03%	508
2021 Q1	$19.6M	Buy	343,896 +19,074	+6%	+$1.03M	0.02%	557
2020 Q4	$16.2M	Sell	324,822 -1,304,346	-80%	-$58.8M	0.02%	547
2020 Q3	$66.3M	Buy	1,629,168 +75,381	+5%	+$3.11M	0.1%	183
2020 Q2	$61.8M	Buy	1,553,787 +1,247,667	+408%	+$47.9M	0.11%	176
2020 Q1	$10.5M	Sell	306,120 -90,414	-23%	-$4.13M	0.02%	488
2019 Q4	$20.1M	Buy	396,534 +7,080	+2%	+$340K	0.04%	357
2019 Q3	$17.7M	Buy	389,454 +52,041	+15%	+$2.35M	0.04%	361
2019 Q2	$15.1M	Buy	337,413 +15,366	+5%	+$673K	0.03%	397
2019 Q1	$13.4M	Sell	322,047 -7,533	-2%	-$312K	0.03%	409
2018 Q4	$12.3M	Sell	329,580 -62,859	-16%	-$2.59M	0.03%	390
2018 Q3	$17.4M	Buy	392,439 +3,777	+1%	+$171K	0.04%	328
2018 Q2	$16.8M	Sell	388,662 -9,933	-2%	-$440K	0.04%	320
2018 Q1	$17.4M	Sell	398,595 -57,471	-13%	-$2.61M	0.05%	304
2017 Q4	$19.8M	Sell	456,066 -107,388	-19%	-$4.48M	0.06%	257
2017 Q3	$22.5M	Buy	563,454 +29,895	+6%	+$1.14M	0.08%	213
2017 Q2	$20.2M	Buy	533,559 +53,622	+11%	+$1.95M	0.08%	217
2017 Q1	$17.4M	Buy	479,937 +84,801	+21%	+$3.11M	0.12%	145
2016 Q4	$14.2M	Buy	395,136 +250,491	+173%	+$8.17M	0.11%	163
2016 Q3	$4.24M	Sell	144,645 -21,603	-13%	-$622K	0.04%	437
2016 Q2	$4.37M	Sell	166,248 -181,680	-52%	-$5.07M	0.04%	424
2016 Q1	$9.29M	Sell	347,928 -13,431	-4%	-$355K	0.03%	467
2015 Q4	$10.6M	Buy	361,359 +141,459	+64%	+$4.29M	0.03%	428
2015 Q3	$6.42M	Buy	219,900 +85,509	+64%	+$2.62M	0.04%	388
2015 Q2	$4.22M	Buy	134,391 +25,845	+24%	+$802K	0.02%	585
2015 Q1	$3.23M	Sell	108,546 -4,299	-4%	-$127K	0.02%	697
2014 Q4	$3.45M	Sell	112,845 -8,370	-7%	-$246K	0.02%	638
2014 Q3	$3.43M	Sell	121,215 -16,944	-12%	-$481K	0.02%	607
2014 Q2	$3.89M	Sell	138,159 -565,320	-80%	-$15.5M	0.02%	575
2014 Q1	$19.9M	Buy	703,479 +25,620	+4%	+$711K	0.12%	163
2013 Q4	$18.9M	Buy	677,859 +15,252	+2%	+$401K	0.12%	164
2013 Q3	$16.8M	Buy	662,607 +126,747	+24%	+$3.17M	0.11%	170
2013 Q2	$12.8M	Buy	+535,860	New	+$12.4M	0.09%	201