ORG Partners’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
Q1 | – | Sell |
-1,500
| Closed | -$117K | – | 1506 |
|
|
2024
Q4 | $117K | Hold |
1,500
| – | – | 0.02% | 398 |
|
|
2024
Q3 | $107K | Hold |
1,500
| – | – | 0.02% | 372 |
|
|
2024
Q2 | $98.1K | Buy |
+1,500
| New | +$98.1K | 0.01% | 608 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$89.6K | – | 823 |
|
|
2023
Q4 | $89.6K | Buy |
+1,500
| New | +$89.6K | 0.02% | 422 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$79.7K | – | 1501 |
|
|
2023
Q2 | $79.7K | Buy |
+1,500
| New | +$79.7K | 0.01% | 575 |
|