Matthew Hamilton Rosenberg’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
Q2 | $77K | Hold |
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|
2025
Q1 | $70.7K | Hold |
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|
2024
Q4 | $70K | Hold |
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|
2024
Q3 | $63.9K | Hold |
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|
2024
Q2 | $58.9K | Hold |
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|
2024
Q1 | $59.3K | Hold |
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|
2023
Q4 | $53.8K | Sell |
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|
2023
Q3 | $47.9K | Hold |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $191K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $253K | Buy |
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