Matthew Hamilton Rosenberg’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 | $77K | Hold |
900
| – | – | 0.02% | 381 |
|
|
2025
Q1 | $70.7K | Hold |
900
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $70K | Hold |
900
| – | – | 0.02% | 365 |
|
|
2024
Q3 | $63.9K | Hold |
900
| – | – | 0.02% | 388 |
|
|
2024
Q2 | $58.9K | Hold |
900
| – | – | 0.02% | 393 |
|
|
2024
Q1 | $59.3K | Hold |
900
| – | – | 0.02% | 400 |
|
|
2023
Q4 | $53.8K | Sell |
900
-30
| -3% | -$1.79K | 0.02% | 419 |
|
|
2023
Q3 | $47.9K | Hold |
930
| – | – | 0.02% | 427 |
|
|
2023
Q2 | $49K | Sell |
930
-2,871
| -76% | -$151K | 0.02% | 433 |
|
|
2023
Q1 | $191K | Hold |
3,801
| – | – | 0.06% | 191 |
|
|
2022
Q4 | $200K | Sell |
3,801
-96
| -2% | -$5.04K | 0.07% | 177 |
|
|
2022
Q3 | $183K | Hold |
3,897
| – | – | 0.07% | 175 |
|
|
2022
Q2 | $195K | Hold |
3,897
| – | – | 0.07% | 172 |
|
|
2022
Q1 | $264K | Hold |
3,897
| – | – | 0.09% | 144 |
|
|
2021
Q4 | $251K | Sell |
3,897
-135
| -3% | -$8.7K | 0.09% | 148 |
|
|
2021
Q3 | $253K | Buy |
+4,032
| New | +$253K | 0.1% | 129 |
|