Marcum Wealth’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
Q1 | $484K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $416K | Buy |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1M | Buy |
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