Mercer Global Advisors’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 | $720K | Sell |
8,416
-49
| -0.6% | -$4.19K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $665K | Buy |
8,465
+382
| +5% | +$30K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $629K | Sell |
8,083
-604
| -7% | -$47K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $612K | Buy |
8,687
+1,133
| +15% | +$79.8K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $493K | Sell |
7,554
-913
| -11% | -$59.5K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $561K | Buy |
8,467
+1,054
| +14% | +$69.8K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $443K | Buy |
7,413
+150
| +2% | +$8.96K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $374K | Sell |
7,263
-4,584
| -39% | -$236K | ﹤0.01% | 1403 |
|
|
2023
Q2 | $624K | Sell |
11,847
-450
| -4% | -$23.7K | ﹤0.01% | 1136 |
|
|
2023
Q1 | $619K | Sell |
12,297
-372
| -3% | -$18.7K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $665K | Buy |
12,669
+291
| +2% | +$15.3K | ﹤0.01% | 1074 |
|
|
2022
Q3 | $583K | Sell |
12,378
-12
| -0.1% | -$565 | ﹤0.01% | 1061 |
|
|
2022
Q2 | $612K | Sell |
12,390
-429
| -3% | -$21.2K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $771K | Sell |
12,819
-267
| -2% | -$16.1K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $842K | Buy |
13,086
+114
| +0.9% | +$7.34K | 0.01% | 962 |
|
|
2021
Q3 | $814K | Buy |
+12,972
| New | +$814K | 0.01% | 960 |
|