O'Shaughnessy Asset 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 | $121K | Buy |
1,418
+495
| +54% | +$42.4K | ﹤0.01% | 1922 |
|
|
2025
Q1 | $72.5K | Buy |
923
+560
| +154% | +$44K | ﹤0.01% | 1945 |
|
|
2024
Q4 | $28.2K | Hold |
363
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q3 | $26.8K | Buy |
363
+339
| +1,413% | +$25K | ﹤0.01% | 1926 |
|
|
2024
Q2 | $1.57K | Hold |
24
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q1 | $1.59K | Buy |
+24
| New | +$1.59K | ﹤0.01% | 1831 |
|