Park Avenue Securities’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 | $431K | Buy |
5,035
+234
| +5% | +$20K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $377K | Buy |
4,801
+414
| +9% | +$32.5K | ﹤0.01% | 937 |
|
|
2024
Q4 | $341K | Buy |
+4,387
| New | +$341K | ﹤0.01% | 1228 |
|
|
2020
Q4 | – | Sell |
-904,587
| Closed | -$36.8M | – | 858 |
|
|
2020
Q3 | $36.8M | Buy |
904,587
+55,557
| +7% | +$2.26M | 1.23% | 20 |
|
|
2020
Q2 | $33.8M | Buy |
+849,030
| New | +$33.8M | 1.28% | 21 |
|