Merit Financial 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 | $2.77M | Buy |
32,405
+4,733
| +17% | +$405K | 0.03% | 423 |
|
|
2025
Q1 | $2.17M | Hold |
27,672
| – | – | 0.03% | 399 |
|
|
2024
Q4 | $2.15M | Hold |
27,672
| – | – | 0.04% | 339 |
|
|
2024
Q3 | $1.97M | Hold |
27,672
| – | – | 0.04% | 275 |
|
|
2024
Q2 | $1.8M | Hold |
27,672
| – | – | 0.04% | 287 |
|
|
2024
Q1 | $1.77M | Buy |
+27,672
| New | +$1.77M | 0.04% | 279 |
|
|
2023
Q4 | – | Sell |
-27,672
| Closed | -$1.43M | – | 801 |
|
|
2023
Q3 | $1.43M | Hold |
27,672
| – | – | 0.05% | 268 |
|
|
2023
Q2 | $1.46M | Sell |
27,672
-5,589
| -17% | -$294K | 0.05% | 268 |
|
|
2023
Q1 | $1.67M | Buy |
33,261
+5,583
| +20% | +$281K | 0.06% | 221 |
|
|
2022
Q4 | $1.45M | Sell |
27,678
-44,361
| -62% | -$2.33M | 0.05% | 236 |
|
|
2022
Q3 | $3.39M | Sell |
72,039
-27,006
| -27% | -$1.27M | 0.15% | 91 |
|
|
2022
Q2 | $4.89M | Buy |
+99,045
| New | +$4.89M | 0.15% | 88 |
|