MML Investors Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.6M | Sell |
224,825
-28,890
| -11% | -$2.54M | 0.05% | 351 |
|
|
2025
Q4 | $23.4M | Buy |
253,715
+17,569
| +7% | +$1.57M | 0.06% | 325 |
|
|
2025
Q3 | $21.2M | Buy |
236,146
+211,138
| +844% | +$18.6M | 0.06% | 323 |
|
|
2025
Q2 | $2.14M | Buy |
25,008
+4,751
| +23% | +$377K | 0.01% | 1211 |
|
|
2025
Q1 | $1.59M | Sell |
20,257
-1,947
| -9% | -$157K | 0.01% | 1312 |
|
|
2024
Q4 | $1.73M | Buy |
22,204
+6,532
| +42% | +$504K | 0.01% | 1197 |
|
|
2024
Q3 | $1.11M | Buy |
15,672
+2,699
| +21% | +$185K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $846K | Buy |
12,973
+7,468
| +136% | +$485K | ﹤0.01% | 1485 |
|
|
2024
Q1 | $365K | Sell |
5,505
-7,773
| -59% | -$483K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $793K | Buy |
13,278
+273
| +2% | +$14.7K | ﹤0.01% | 1491 |
|
|
2023
Q3 | $670K | Buy |
13,005
+33
| +0.3% | +$1.78K | ﹤0.01% | 1467 |
|
|
2023
Q2 | $683K | Buy |
12,972
+3,321
| +34% | +$168K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $486K | Sell |
9,651
-2,520
| -21% | -$137K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $639K | Sell |
12,171
-1,884
| -13% | -$98.7K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $662K | Sell |
14,055
-1,347
| -9% | -$70.7K | 0.01% | 1288 |
|
|
2022
Q2 | $761K | Sell |
15,402
-99
| -0.6% | -$5.37K | 0.01% | 1179 |
|
|
2022
Q1 | $932K | Sell |
15,501
-75,291
| -83% | -$4.75M | 0.01% | 1126 |
|
|
2021
Q4 | $5.84M | Buy |
90,792
+2,097
| +2% | +$137K | 0.04% | 391 |
|
|
2021
Q3 | $5.56M | Buy |
88,695
+5,589
| +7% | +$351K | 0.04% | 388 |
|
|
2021
Q2 | $5.13M | Buy |
83,106
+66,327
| +395% | +$4.05M | 0.04% | 394 |
|
|
2021
Q1 | $958K | Buy |
16,779
+1,842
| +12% | +$99.7K | 0.01% | 941 |
|
|
2020
Q4 | $747K | Sell |
14,937
-395,310
| -96% | -$17.8M | 0.01% | 960 |
|
|
2020
Q3 | $16.7M | Buy |
410,247
+51,066
| +14% | +$2.11M | 0.21% | 111 |
|
|
2020
Q2 | $14.3M | Buy |
359,181
+304,575
| +558% | +$11.7M | 0.19% | 125 |
|
|
2020
Q1 | $1.87M | Buy |
54,606
+38,109
| +231% | +$1.74M | 0.03% | 441 |
|
|
2019
Q4 | $835K | Buy |
16,497
+672
| +4% | +$32.3K | 0.01% | 786 |
|
|
2019
Q3 | $720K | Sell |
15,825
-7,044
| -31% | -$318K | 0.01% | 810 |
|
|
2019
Q2 | $1.02M | Sell |
22,869
-393
| -2% | -$17.2K | 0.01% | 711 |
|
|
2019
Q1 | $968K | Buy |
23,262
+936
| +4% | +$38.8K | 0.02% | 713 |
|
|
2018
Q4 | $835K | Buy |
22,326
+3,264
| +17% | +$135K | 0.02% | 692 |
|
|
2018
Q3 | $847K | Buy |
19,062
+12,885
| +209% | +$583K | 0.01% | 739 |
|
|
2018
Q2 | $267K | Sell |
6,177
-14,550
| -70% | -$645K | 0.01% | 1143 |
|
|
2018
Q1 | $905K | Buy |
20,727
+8,706
| +72% | +$395K | 0.02% | 579 |
|
|
2017
Q4 | $523K | Buy |
12,021
+297
| +3% | +$12.4K | 0.01% | 816 |
|
|
2017
Q3 | $468K | Sell |
11,724
-708
| -6% | -$27.1K | 0.01% | 813 |
|
|
2017
Q2 | $470K | Buy |
+12,432
| New | +$452K | 0.01% | 793 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
