Morgan Stanley’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 | $90.9M | Buy |
1,061,357
+108,142
| +11% | +$9.26M | 0.01% | 1401 |
|
|
2025
Q1 | $74.9M | Buy |
953,215
+42,752
| +5% | +$3.36M | 0.01% | 1468 |
|
|
2024
Q4 | $70.8M | Sell |
910,463
-70,972
| -7% | -$5.52M | 0.01% | 1515 |
|
|
2024
Q3 | $69.7M | Buy |
981,435
+28,613
| +3% | +$2.03M | 0.01% | 1536 |
|
|
2024
Q2 | $62.1M | Sell |
952,822
-9,514
| -1% | -$620K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $63.8M | Sell |
962,336
-1,054,132
| -52% | -$69.9M | 0.01% | 1530 |
|
|
2023
Q4 | $120M | Buy |
2,016,468
+981,510
| +95% | +$58.6M | 0.01% | 1538 |
|
|
2023
Q3 | $53.3M | Sell |
1,034,958
-84,075
| -8% | -$4.33M | 0.01% | 1510 |
|
|
2023
Q2 | $58.9M | Sell |
1,119,033
-103,743
| -8% | -$5.46M | 0.01% | 1445 |
|
|
2023
Q1 | $61.5M | Sell |
1,222,776
-99,396
| -8% | -$5M | 0.01% | 1367 |
|
|
2022
Q4 | $69.4M | Sell |
1,322,172
-46,581
| -3% | -$2.45M | 0.01% | 1256 |
|
|
2022
Q3 | $64.4M | Sell |
1,368,753
-15,363
| -1% | -$723K | 0.01% | 1146 |
|
|
2022
Q2 | $68.4M | Sell |
1,384,116
-55,503
| -4% | -$2.74M | 0.01% | 1167 |
|
|
2022
Q1 | $86.5M | Sell |
1,439,619
-347,274
| -19% | -$20.9M | 0.01% | 954 |
|
|
2021
Q4 | $115M | Buy |
1,786,893
+156,057
| +10% | +$10M | 0.01% | 812 |
|
|
2021
Q3 | $102M | Buy |
1,630,836
+22,050
| +1% | +$1.38M | 0.01% | 837 |
|
|
2021
Q2 | $99.3M | Buy |
1,608,786
+156,723
| +11% | +$9.68M | 0.01% | 848 |
|
|
2021
Q1 | $82.9M | Buy |
1,452,063
+115,053
| +9% | +$6.57M | 0.01% | 867 |
|
|
2020
Q4 | $66.9M | Sell |
1,337,010
-935,964
| -41% | -$46.8M | 0.01% | 914 |
|
|
2020
Q3 | $92.4M | Sell |
2,272,974
-330,681
| -13% | -$13.4M | 0.02% | 617 |
|
|
2020
Q2 | $104M | Buy |
2,603,655
+775,215
| +42% | +$30.9M | 0.02% | 539 |
|
|
2020
Q1 | $62.6M | Buy |
1,828,440
+813,330
| +80% | +$27.8M | 0.02% | 651 |
|
|
2019
Q4 | $51.4M | Sell |
1,015,110
-48,897
| -5% | -$2.47M | 0.01% | 915 |
|
|
2019
Q3 | $48.4M | Sell |
1,064,007
-52,428
| -5% | -$2.38M | 0.01% | 877 |
|
|
2019
Q2 | $49.8M | Sell |
1,116,435
-31,305
| -3% | -$1.4M | 0.01% | 854 |
|
|
2019
Q1 | $47.8M | Sell |
1,147,740
-153,717
| -12% | -$6.4M | 0.01% | 864 |
|
|
2018
Q4 | $48.7M | Sell |
1,301,457
-299,697
| -19% | -$11.2M | 0.01% | 828 |
|
|
2018
Q3 | $71.1M | Buy |
1,601,154
+127,359
| +9% | +$5.66M | 0.02% | 755 |
|
|
2018
Q2 | $63.7M | Sell |
1,473,795
-144,171
| -9% | -$6.23M | 0.02% | 782 |
|
|
2018
Q1 | $70.6M | Buy |
1,617,966
+37,194
| +2% | +$1.62M | 0.02% | 743 |
|
|
2017
Q4 | $68.7M | Buy |
1,580,772
+71,457
| +5% | +$3.11M | 0.02% | 753 |
|
|
2017
Q3 | $60.3M | Sell |
1,509,315
-44,895
| -3% | -$1.79M | 0.02% | 802 |
|
|
2017
Q2 | $58.7M | Sell |
1,554,210
-87,459
| -5% | -$3.31M | 0.02% | 824 |
|
|
2017
Q1 | $59.7M | Buy |
1,641,669
+263,541
| +19% | +$9.58M | 0.02% | 815 |
|
|
2016
Q4 | $48.8M | Sell |
1,378,128
-32,994
| -2% | -$1.17M | 0.02% | 894 |
|
|
2016
Q3 | $41.3M | Buy |
1,411,122
+145,578
| +12% | +$4.26M | 0.01% | 958 |
|
|
2016
Q2 | $34M | Buy |
1,265,544
+57,891
| +5% | +$1.56M | 0.01% | 1037 |
|
|
2016
Q1 | $32.7M | Sell |
1,207,653
-417,480
| -26% | -$11.3M | 0.01% | 1004 |
|
|
2015
Q4 | $48.7M | Buy |
1,625,133
+162,462
| +11% | +$4.87M | 0.02% | 795 |
|
|
2015
Q3 | $41.7M | Buy |
1,462,671
+270,990
| +23% | +$7.72M | 0.02% | 896 |
|
|
2015
Q2 | $37.3M | Sell |
1,191,681
-353,313
| -23% | -$11.1M | 0.01% | 1037 |
|
|
2015
Q1 | $46.1M | Sell |
1,544,994
-509,046
| -25% | -$15.2M | 0.02% | 897 |
|
|
2014
Q4 | $62.9M | Buy |
2,054,040
+59,400
| +3% | +$1.82M | 0.02% | 728 |
|
|
2014
Q3 | $57.3M | Sell |
1,994,640
-99,582
| -5% | -$2.86M | 0.02% | 753 |
|
|
2014
Q2 | $58.9M | Sell |
2,094,222
-96,504
| -4% | -$2.72M | 0.02% | 720 |
|
|
2014
Q1 | $62M | Sell |
2,190,726
-81,717
| -4% | -$2.31M | 0.03% | 651 |
|
|
2013
Q4 | $63.4M | Buy |
2,272,443
+157,815
| +7% | +$4.41M | 0.03% | 627 |
|
|
2013
Q3 | $52.2M | Buy |
2,114,628
+983,910
| +87% | +$24.3M | 0.02% | 657 |
|
|
2013
Q2 | $27M | Buy |
+1,130,718
| New | +$27M | 0.01% | 981 |
|