Parallel Advisors’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 | $53.3K | Buy |
623
+1
| +0.2% | +$86 | ﹤0.01% | 1676 |
|
|
2025
Q1 | $48.8K | Buy |
622
+2
| +0.3% | +$157 | ﹤0.01% | 1633 |
|
|
2024
Q4 | $48.3K | Buy |
620
+1
| +0.2% | +$78 | ﹤0.01% | 1644 |
|
|
2024
Q3 | $44K | Buy |
619
+1
| +0.2% | +$71 | ﹤0.01% | 1688 |
|
|
2024
Q2 | $40.3K | Buy |
618
+2
| +0.3% | +$130 | ﹤0.01% | 1623 |
|
|
2024
Q1 | $40.9K | Buy |
616
+412
| +202% | +$27.3K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $12.2K | Hold |
204
| – | – | ﹤0.01% | 2207 |
|
|
2023
Q3 | $10.5K | Hold |
204
| – | – | ﹤0.01% | 2169 |
|
|
2023
Q2 | $10.7K | Buy |
+204
| New | +$10.7K | ﹤0.01% | 2144 |
|
|
2023
Q1 | – | Sell |
-501
| Closed | -$26.5K | – | 3458 |
|
|
2022
Q4 | $26.5K | Buy |
+501
| New | +$26.5K | ﹤0.01% | 1581 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$7K | – | 3161 |
|
|
2022
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 2158 |
|
|
2021
Q4 | $8K | Sell |
120
-468
| -80% | -$31.2K | ﹤0.01% | 2198 |
|
|
2021
Q3 | $37K | Buy |
588
+123
| +26% | +$7.74K | ﹤0.01% | 1402 |
|
|
2021
Q2 | $29K | Hold |
465
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q1 | $27K | Buy |
+465
| New | +$27K | ﹤0.01% | 1439 |
|
|
2020
Q4 | – | Sell |
-6,786
| Closed | -$276K | – | 2618 |
|
|
2020
Q3 | $276K | Buy |
6,786
+594
| +10% | +$24.2K | 0.02% | 450 |
|
|
2020
Q2 | $246K | Buy |
+6,192
| New | +$246K | 0.02% | 470 |
|