Newbridge Financial Services Group’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 | $21.4K | Hold |
250
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $19.6K | Buy |
250
+1
| +0.4% | +$78 | ﹤0.01% | 551 |
|
|
2024
Q4 | $19.4K | Buy |
+249
| New | +$19.4K | 0.01% | 609 |
|
|
2024
Q3 | – | Sell |
-247
| Closed | -$16.1K | – | 889 |
|
|
2024
Q2 | $16.1K | Hold |
247
| – | – | 0.01% | 617 |
|
|
2024
Q1 | $16.4K | Buy |
247
+1
| +0.4% | +$66 | 0.01% | 646 |
|
|
2023
Q4 | $14.7K | Buy |
246
+3
| +1% | +$179 | 0.01% | 658 |
|
|
2023
Q3 | $12.5K | Hold |
243
| – | – | 0.01% | 761 |
|
|
2023
Q2 | $12.8K | Hold |
243
| – | – | 0.01% | 831 |
|
|
2023
Q1 | $12.2K | Buy |
243
+3
| +1% | +$151 | 0.01% | 873 |
|
|
2022
Q4 | $12.7K | Hold |
240
| – | – | 0.01% | 854 |
|
|
2022
Q3 | $11K | Buy |
240
+3
| +1% | +$137 | 0.01% | 856 |
|
|
2022
Q2 | $12K | Hold |
237
| – | – | 0.01% | 814 |
|
|
2022
Q1 | $14K | Hold |
237
| – | – | 0.01% | 835 |
|
|
2021
Q4 | $15K | Buy |
237
+3
| +1% | +$190 | 0.01% | 810 |
|
|
2021
Q3 | $15K | Hold |
234
| – | – | 0.01% | 748 |
|
|
2021
Q2 | $14K | Hold |
234
| – | – | 0.01% | 884 |
|
|
2021
Q1 | $13K | Hold |
234
| – | – | 0.01% | 820 |
|
|
2020
Q4 | $12K | Buy |
234
+3
| +1% | +$154 | 0.01% | 669 |
|
|
2020
Q3 | $9K | Buy |
+231
| New | +$9K | 0.01% | 699 |
|