Mariner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.03M | Buy |
36,696
+11,108
| +43% | +$975K | ﹤0.01% | 1287 |
|
|
2025
Q4 | $2.36M | Sell |
25,588
-78
| -0.3% | -$6.96K | ﹤0.01% | 1402 |
|
|
2025
Q3 | $2.3M | Sell |
25,666
-718
| -3% | -$63.1K | ﹤0.01% | 1352 |
|
|
2025
Q2 | $2.26M | Buy |
26,384
+253
| +1% | +$20.1K | ﹤0.01% | 1259 |
|
|
2025
Q1 | $2.05M | Buy |
26,131
+1,188
| +5% | +$95.7K | ﹤0.01% | 1234 |
|
|
2024
Q4 | $1.94M | Sell |
24,943
-14,123
| -36% | -$1.09M | ﹤0.01% | 1233 |
|
|
2024
Q3 | $2.77M | Sell |
39,066
-657
| -2% | -$45.1K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $2.59M | Sell |
39,723
-393
| -1% | -$25.5K | 0.01% | 987 |
|
|
2024
Q1 | $2.66M | Buy |
40,116
+345
| +0.9% | +$21.4K | 0.01% | 973 |
|
|
2023
Q4 | $2.38M | Sell |
39,771
-1,788
| -4% | -$96.3K | 0.01% | 973 |
|
|
2023
Q3 | $2.14M | Sell |
41,559
-615
| -1% | -$33.3K | 0.01% | 939 |
|
|
2023
Q2 | $2.22M | Buy |
42,174
+1,584
| +4% | +$80.3K | 0.01% | 929 |
|
|
2023
Q1 | $2.04M | Buy |
40,590
+5,898
| +17% | +$322K | 0.01% | 949 |
|
|
2022
Q4 | $1.82M | Sell |
34,692
-2,028
| -6% | -$106K | 0.01% | 974 |
|
|
2022
Q3 | $1.73M | Sell |
36,720
-198
| -0.5% | -$10.4K | 0.01% | 834 |
|
|
2022
Q2 | $1.82M | Sell |
36,918
-73,356
| -67% | -$3.98M | 0.01% | 735 |
|
|
2022
Q1 | $6.63M | Buy |
110,274
+44,508
| +68% | +$2.81M | 0.03% | 430 |
|
|
2021
Q4 | $4.23M | Sell |
65,766
-1,122
| -2% | -$73.1K | 0.02% | 477 |
|
|
2021
Q3 | $4.2M | Buy |
+66,888
| New | +$4.2M | 0.02% | 390 |
|
|
2019
Q3 | – | Sell |
-6,834
| Closed | -$305K | – | 870 |
|
|
2019
Q2 | $305K | Buy |
6,834
+1,284
| +23% | +$56.2K | ﹤0.01% | 879 |
|
|
2019
Q1 | $231K | Hold |
5,550
| – | – | ﹤0.01% | 916 |
|
|
2018
Q4 | $208K | Hold |
5,550
| – | – | ﹤0.01% | 764 |
|
|
2018
Q3 | $247K | Buy |
+5,550
| New | +$251K | 0.01% | 712 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
