Mutual Advisors’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 | $248K | Hold |
2,800
| – | – | 0.01% | 1047 |
|
|
2025
Q1 | $215K | Sell |
2,800
-699
| -20% | -$53.7K | 0.01% | 1010 |
|
|
2024
Q4 | $282K | Hold |
3,499
| – | – | 0.01% | 897 |
|
|
2024
Q3 | $260K | Hold |
3,499
| – | – | 0.01% | 959 |
|
|
2024
Q2 | $241K | Buy |
3,499
+75
| +2% | +$5.17K | 0.01% | 973 |
|
|
2024
Q1 | $227K | Buy |
3,424
+1
| +0% | +$66 | 0.01% | 988 |
|
|
2023
Q4 | $205K | Buy |
+3,423
| New | +$205K | 0.01% | 961 |
|