Mather Group’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 | – | Sell |
-543
| Closed | -$42.7K | – | 1173 |
|
|
2025
Q1 | $42.7K | Hold |
543
| – | – | ﹤0.01% | 922 |
|
|
2024
Q4 | $42.3K | Hold |
543
| – | – | ﹤0.01% | 908 |
|
|
2024
Q3 | $38.6K | Sell |
543
-63
| -10% | -$4.47K | ﹤0.01% | 927 |
|
|
2024
Q2 | $40.2K | Buy |
606
+404
| +200% | +$26.8K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $36.2K | Buy |
+202
| New | +$36.2K | ﹤0.01% | 934 |
|