MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17.9M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $2.7M | Sell |
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|
2021
Q2 | $2.75M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $42K | Sell |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $69K | Hold |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $57K | Hold |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $46K | Hold |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $43K | Buy |
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|
2015
Q4 | $39K | Buy |
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