Moisand Fitzgerald Tamayo’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
Q2 | $13.3K | Hold |
147
| – | – | ﹤0.01% | 338 |
|
|
2026
Q1 | $12.2K | Hold |
147
| – | – | ﹤0.01% | 321 |
|
|
2025
Q4 | $13.6K | Hold |
147
| – | – | ﹤0.01% | 314 |
|
|
2025
Q3 | $13.2K | Hold |
147
| – | – | ﹤0.01% | 323 |
|
|
2025
Q2 | $12.6K | Hold |
147
| – | – | ﹤0.01% | 324 |
|
|
2025
Q1 | $11.5K | Hold |
147
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $11.4K | Hold |
147
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $10.4K | Hold |
147
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $9.59K | Hold |
147
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $9.75K | Hold |
147
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $8.78K | Hold |
147
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $7.58K | Hold |
147
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $7.74K | Hold |
147
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $7.4K | Hold |
147
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $7.72K | Hold |
147
| – | – | ﹤0.01% | 351 |
|
|
2022
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $9K | Hold |
147
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $9K | Hold |
147
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $9K | Hold |
147
| – | – | ﹤0.01% | 253 |
|
|
2021
Q2 | $9K | Hold |
147
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $8K | Hold |
147
| – | – | ﹤0.01% | 232 |
|
|
2020
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 238 |
|
|
2020
Q3 | $6K | Hold |
147
| – | – | ﹤0.01% | 233 |
|
|
2020
Q2 | $6K | Hold |
147
| – | – | ﹤0.01% | 217 |
|
|
2020
Q1 | $5K | Hold |
147
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $7K | Hold |
147
| – | – | ﹤0.01% | 215 |
|
|
2019
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 214 |
|
|
2019
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 212 |
|
|
2019
Q1 | $6K | Hold |
147
| – | – | ﹤0.01% | 222 |
|
|
2018
Q4 | $6K | Hold |
147
| – | – | ﹤0.01% | 213 |
|
|
2018
Q3 | $7K | Hold |
147
| – | – | ﹤0.01% | 227 |
|
|
2018
Q2 | $6K | Hold |
147
| – | – | ﹤0.01% | 215 |
|
|
2018
Q1 | $6K | Hold |
147
| – | – | ﹤0.01% | 238 |
|
|
2017
Q4 | $6K | Hold |
147
| – | – | ﹤0.01% | 212 |
|
|
2017
Q3 | $6K | Buy |
+147
| New | +$5.63K | ﹤0.01% | 229 |
|
|
2016
Q2 | – | Sell |
-111
| Closed | -$3K | – | 122 |
|
|
2016
Q1 | $3K | Hold |
111
| – | – | ﹤0.01% | 193 |
|
|
2015
Q4 | $3K | Buy |
+111
| New | +$3.37K | ﹤0.01% | 184 |
|
Other funds holding IYG
KA
FFN
O3W
CRWM
RFA
YWS
CAM
DC
GI
SIC