Pointe Capital Management’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $240K | Buy |
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