MinichMacGregor Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-297,222
| Closed | -$17.9M | – | 89 |
|
|
2022
Q1 | $17.9M | Buy |
297,222
+202,188
| +213% | +$12.2M | 5.71% | 3 |
|
|
2021
Q4 | $6.12M | Buy |
95,034
+51,918
| +120% | +$3.34M | 1.86% | 22 |
|
|
2021
Q3 | $2.7M | Sell |
43,116
-1,350
| -3% | -$84.7K | 0.91% | 30 |
|
|
2021
Q2 | $2.75M | Buy |
+44,466
| New | +$2.75M | 0.96% | 30 |
|
|
2018
Q4 | – | Sell |
-945
| Closed | -$42K | – | 300 |
|
|
2018
Q3 | $42K | Sell |
945
-645
| -41% | -$28.7K | 0.03% | 133 |
|
|
2018
Q2 | $69K | Hold |
1,590
| – | – | 0.05% | 96 |
|
|
2018
Q1 | $69K | Hold |
1,590
| – | – | 0.05% | 92 |
|
|
2017
Q4 | $69K | Hold |
1,590
| – | – | 0.05% | 89 |
|
|
2017
Q3 | $63K | Hold |
1,590
| – | – | 0.05% | 88 |
|
|
2017
Q2 | $60K | Hold |
1,590
| – | – | 0.05% | 93 |
|
|
2017
Q1 | $57K | Hold |
1,590
| – | – | 0.05% | 99 |
|
|
2016
Q4 | $56K | Hold |
1,590
| – | – | 0.05% | 97 |
|
|
2016
Q3 | $46K | Hold |
1,590
| – | – | 0.04% | 119 |
|
|
2016
Q2 | $42K | Hold |
1,590
| – | – | 0.04% | 124 |
|
|
2016
Q1 | $43K | Buy |
1,590
+309
| +24% | +$8.36K | 0.04% | 114 |
|
|
2015
Q4 | $39K | Buy |
+1,281
| New | +$39K | 0.04% | 119 |
|