Moors & Cabot’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 | $206K | Sell |
2,406
-671
| -22% | -$57.4K | 0.01% | 802 |
|
2025
Q1 | $242K | Sell |
3,077
-65
| -2% | -$5.11K | 0.01% | 718 |
|
2024
Q4 | $244K | Buy |
+3,142
| New | +$244K | 0.01% | 731 |
|
2024
Q3 | – | Sell |
-3,138
| Closed | -$205K | – | 888 |
|
2024
Q2 | $205K | Hold |
3,138
| – | – | 0.01% | 764 |
|
2024
Q1 | $208K | Buy |
+3,138
| New | +$208K | 0.01% | 802 |
|