Marcum Wealth’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
Q1 | $484K | Sell |
6,156
-163
| -3% | -$12.8K | 0.04% | 196 |
|
|
2024
Q4 | $492K | Sell |
6,319
-62
| -1% | -$4.82K | 0.04% | 201 |
|
|
2024
Q3 | $453K | Sell |
6,381
-40
| -0.6% | -$2.84K | 0.04% | 218 |
|
|
2024
Q2 | $419K | Sell |
6,421
-644
| -9% | -$42K | 0.04% | 224 |
|
|
2024
Q1 | $468K | Sell |
7,065
-264
| -4% | -$17.5K | 0.05% | 203 |
|
|
2023
Q4 | $438K | Sell |
7,329
-231
| -3% | -$13.8K | 0.05% | 199 |
|
|
2023
Q3 | $390K | Sell |
7,560
-342
| -4% | -$17.6K | 0.05% | 204 |
|
|
2023
Q2 | $416K | Buy |
7,902
+894
| +13% | +$47.1K | 0.05% | 203 |
|
|
2023
Q1 | $353K | Sell |
7,008
-5,865
| -46% | -$295K | 0.04% | 222 |
|
|
2022
Q4 | $676K | Sell |
12,873
-303
| -2% | -$15.9K | 0.09% | 130 |
|
|
2022
Q3 | $620K | Sell |
13,176
-57
| -0.4% | -$2.68K | 0.09% | 135 |
|
|
2022
Q2 | $654K | Sell |
13,233
-6,519
| -33% | -$322K | 0.1% | 126 |
|
|
2022
Q1 | $1.19M | Sell |
19,752
-4,572
| -19% | -$275K | 0.16% | 80 |
|
|
2021
Q4 | $1.57M | Buy |
24,324
+489
| +2% | +$31.5K | 0.22% | 65 |
|
|
2021
Q3 | $1.5M | Buy |
23,835
+987
| +4% | +$61.9K | 0.23% | 59 |
|
|
2021
Q2 | $1.41M | Buy |
22,848
+5,289
| +30% | +$327K | 0.23% | 58 |
|
|
2021
Q1 | $1M | Buy |
+17,559
| New | +$1M | 0.17% | 89 |
|