NBC Securities’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 | $117K | Buy |
1,372
+539
| +65% | +$46K | 0.01% | 999 |
|
2025
Q1 | $65K | Buy |
+833
| New | +$65K | 0.01% | 1081 |
|
2024
Q4 | – | Sell |
-876
| Closed | -$62K | – | 1692 |
|
2024
Q3 | $62K | Hold |
876
| – | – | 0.01% | 1112 |
|
2024
Q2 | $57K | Hold |
876
| – | – | 0.01% | 1098 |
|
2024
Q1 | $58K | Sell |
876
-33
| -4% | -$2.19K | 0.01% | 1098 |
|
2023
Q4 | $54K | Sell |
909
-51
| -5% | -$3.03K | 0.01% | 1103 |
|
2023
Q3 | $49K | Buy |
+960
| New | +$49K | 0.01% | 1141 |
|