OneDigital Investment Advisors’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 | $247K | Buy |
2,891
+1
| +0% | +$86 | ﹤0.01% | 1276 |
|
|
2025
Q1 | $227K | Buy |
2,890
+2
| +0.1% | +$157 | ﹤0.01% | 1274 |
|
|
2024
Q4 | $225K | Buy |
2,888
+1
| +0% | +$78 | ﹤0.01% | 1277 |
|
|
2024
Q3 | $205K | Buy |
+2,887
| New | +$205K | ﹤0.01% | 1357 |
|
|
2024
Q2 | – | Sell |
-3,456
| Closed | -$229K | – | 1388 |
|
|
2024
Q1 | $229K | Buy |
+3,456
| New | +$229K | ﹤0.01% | 995 |
|
|
2023
Q4 | – | Sell |
-4,593
| Closed | -$237K | – | 1121 |
|
|
2023
Q3 | $237K | Buy |
4,593
+9
| +0.2% | +$464 | 0.01% | 886 |
|
|
2023
Q2 | $241K | Sell |
4,584
-96
| -2% | -$5.06K | 0.01% | 895 |
|
|
2023
Q1 | $235K | Buy |
4,680
+93
| +2% | +$4.68K | 0.01% | 855 |
|
|
2022
Q4 | $241K | Hold |
4,587
| – | – | 0.01% | 724 |
|
|
2022
Q3 | $216K | Sell |
4,587
-24,330
| -84% | -$1.15M | 0.01% | 690 |
|
|
2022
Q2 | $1.43M | Sell |
28,917
-13,494
| -32% | -$667K | 0.06% | 207 |
|
|
2022
Q1 | $2.55M | Sell |
42,411
-228
| -0.5% | -$13.7K | 0.1% | 138 |
|
|
2021
Q4 | $2.74M | Sell |
42,639
-558
| -1% | -$35.9K | 0.1% | 129 |
|
|
2021
Q3 | $2.71M | Buy |
43,197
+1,716
| +4% | +$108K | 0.11% | 125 |
|
|
2021
Q2 | $2.56M | Buy |
41,481
+37,428
| +923% | +$2.31M | 0.11% | 124 |
|
|
2021
Q1 | $231K | Buy |
+4,053
| New | +$231K | 0.01% | 566 |
|
|
2018
Q4 | – | Sell |
-225
| Closed | -$10K | – | 1205 |
|
|
2018
Q3 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 828 |
|