Pointe Capital 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 | $221K | Hold |
2,586
| – | – | 0.11% | 149 |
|
|
2025
Q1 | $203K | Sell |
2,586
-90
| -3% | -$7.07K | 0.12% | 149 |
|
|
2024
Q4 | $208K | Buy |
+2,676
| New | +$208K | 0.12% | 154 |
|
|
2023
Q2 | – | Sell |
-2,676
| Closed | -$135K | – | 278 |
|
|
2023
Q1 | $135K | Sell |
2,676
-2,550
| -49% | -$128K | 0.1% | 165 |
|
|
2022
Q4 | $274K | Hold |
5,226
| – | – | 0.21% | 120 |
|
|
2022
Q3 | $246K | Hold |
5,226
| – | – | 0.2% | 120 |
|
|
2022
Q2 | $258K | Hold |
5,226
| – | – | 0.19% | 124 |
|
|
2022
Q1 | $314K | Hold |
5,226
| – | – | 0.2% | 122 |
|
|
2021
Q4 | $336K | Hold |
5,226
| – | – | 0.2% | 114 |
|
|
2021
Q3 | $328K | Buy |
5,226
+150
| +3% | +$9.41K | 0.23% | 107 |
|
|
2021
Q2 | $313K | Hold |
5,076
| – | – | 0.22% | 112 |
|
|
2021
Q1 | $290K | Buy |
5,076
+285
| +6% | +$16.3K | 0.21% | 115 |
|
|
2020
Q4 | $240K | Buy |
+4,791
| New | +$240K | 0.2% | 120 |
|