Northwestern Mutual Wealth Management’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 | $2.58M | Buy |
30,116
+365
| +1% | +$31.2K | ﹤0.01% | 875 |
|
|
2025
Q1 | $2.34M | Sell |
29,751
-1,136
| -4% | -$89.2K | ﹤0.01% | 870 |
|
|
2024
Q4 | $2.4M | Buy |
30,887
+159
| +0.5% | +$12.4K | ﹤0.01% | 807 |
|
|
2024
Q3 | $2.18M | Buy |
30,728
+751
| +3% | +$53.3K | ﹤0.01% | 830 |
|
|
2024
Q2 | $1.95M | Sell |
29,977
-605
| -2% | -$39.5K | ﹤0.01% | 821 |
|
|
2024
Q1 | $2.03M | Sell |
30,582
-72,096
| -70% | -$4.78M | ﹤0.01% | 796 |
|
|
2023
Q4 | $6.13M | Sell |
102,678
-15,753
| -13% | -$941K | 0.01% | 493 |
|
|
2023
Q3 | $6.1M | Sell |
118,431
-531
| -0.4% | -$27.4K | 0.01% | 466 |
|
|
2023
Q2 | $6.26M | Buy |
118,962
+1,155
| +1% | +$60.8K | 0.01% | 464 |
|
|
2023
Q1 | $5.93M | Sell |
117,807
-7,401
| -6% | -$372K | 0.01% | 450 |
|
|
2022
Q4 | $6.57M | Sell |
125,208
-38,304
| -23% | -$2.01M | 0.01% | 410 |
|
|
2022
Q3 | $7.7M | Sell |
163,512
-52,653
| -24% | -$2.48M | 0.01% | 335 |
|
|
2022
Q2 | $10.7M | Buy |
216,165
+4,707
| +2% | +$233K | 0.02% | 287 |
|
|
2022
Q1 | $12.7M | Buy |
211,458
+83,748
| +66% | +$5.03M | 0.02% | 269 |
|
|
2021
Q4 | $8.22M | Buy |
127,710
+7,479
| +6% | +$481K | 0.01% | 326 |
|
|
2021
Q3 | $7.54M | Buy |
120,231
+5,442
| +5% | +$341K | 0.01% | 316 |
|
|
2021
Q2 | $7.09M | Sell |
114,789
-37,710
| -25% | -$2.33M | 0.01% | 303 |
|
|
2021
Q1 | $8.71M | Buy |
152,499
+40,449
| +36% | +$2.31M | 0.02% | 258 |
|
|
2020
Q4 | $5.6M | Buy |
112,050
+95,883
| +593% | +$4.8M | 0.01% | 305 |
|
|
2020
Q3 | $658K | Buy |
16,167
+12,708
| +367% | +$517K | ﹤0.01% | 681 |
|
|
2020
Q2 | $138K | Buy |
3,459
+387
| +13% | +$15.4K | ﹤0.01% | 1093 |
|
|
2020
Q1 | $105K | Buy |
3,072
+123
| +4% | +$4.2K | ﹤0.01% | 1094 |
|
|
2019
Q4 | $149K | Buy |
2,949
+804
| +37% | +$40.6K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $98K | Hold |
2,145
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q2 | $96K | Sell |
2,145
-60
| -3% | -$2.69K | ﹤0.01% | 1136 |
|
|
2019
Q1 | $92K | Buy |
2,205
+60
| +3% | +$2.5K | ﹤0.01% | 1128 |
|
|
2018
Q4 | $80K | Buy |
2,145
+669
| +45% | +$25K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $66K | Sell |
1,476
-612
| -29% | -$27.4K | ﹤0.01% | 1190 |
|
|
2018
Q2 | $90K | Buy |
2,088
+762
| +57% | +$32.8K | ﹤0.01% | 1031 |
|
|
2018
Q1 | $58K | Hold |
1,326
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q4 | $58K | Sell |
1,326
-15
| -1% | -$656 | ﹤0.01% | 1100 |
|
|
2017
Q3 | $54K | Sell |
1,341
-510
| -28% | -$20.5K | ﹤0.01% | 1089 |
|
|
2017
Q2 | $70K | Buy |
1,851
+1,704
| +1,159% | +$64.4K | ﹤0.01% | 990 |
|
|
2017
Q1 | $5K | Buy |
147
+12
| +9% | +$408 | ﹤0.01% | 1715 |
|
|
2016
Q4 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 1852 |
|
|
2015
Q2 | – | Sell |
-75
| Closed | -$2K | – | 1528 |
|
|
2015
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1377 |
|