OCM
Objective Capital Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
5,859
+2
| +0% | +$171 | 0.56% | 44 |
|
|
2025
Q1 | $460K | Buy |
5,857
+2
| +0% | +$157 | 0.59% | 44 |
|
|
2024
Q4 | $456K | Buy |
5,855
+2
| +0% | +$156 | 0.3% | 67 |
|
|
2024
Q3 | $416K | Buy |
+5,853
| New | +$416K | 0.24% | 89 |
|
|
2024
Q1 | $418K | Buy |
6,298
+4,199
| +200% | +$278K | 0.28% | 73 |
|
|
2023
Q4 | $376K | Buy |
2,099
+1
| +0% | +$179 | 0.29% | 76 |
|
|
2023
Q3 | $325K | Hold |
2,098
| – | – | 0.29% | 73 |
|
|
2023
Q2 | $332K | Sell |
2,098
-67
| -3% | -$10.6K | 0.29% | 68 |
|
|
2023
Q1 | $327K | Sell |
2,165
-3
| -0.1% | -$453 | 0.3% | 69 |
|
|
2022
Q4 | $342K | Buy |
2,168
+1
| +0% | +$158 | 0.34% | 65 |
|
|
2022
Q3 | $306K | Hold |
2,167
| – | – | 0.33% | 65 |
|
|
2022
Q2 | $321K | Hold |
2,167
| – | – | 0.32% | 71 |
|
|
2022
Q1 | $391K | Buy |
2,167
+20
| +0.9% | +$3.61K | 0.3% | 76 |
|
|
2021
Q4 | $415K | Buy |
+2,147
| New | +$415K | 0.29% | 74 |
|