NewEdge Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $943K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $4.56M | Buy |
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|
2020
Q2 | $3.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $70.8K | Buy |
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