Prime Capital Investment Advisors’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 | $300K | Sell |
3,507
-302
| -8% | -$25.9K | ﹤0.01% | 767 |
|
|
2025
Q1 | $299K | Buy |
3,809
+608
| +19% | +$47.8K | ﹤0.01% | 840 |
|
|
2024
Q4 | $249K | Hold |
3,201
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $227K | Hold |
3,201
| – | – | ﹤0.01% | 818 |
|
|
2024
Q2 | $209K | Sell |
3,201
-600
| -16% | -$39.1K | ﹤0.01% | 844 |
|
|
2024
Q1 | $252K | Sell |
3,801
-135
| -3% | -$8.95K | ﹤0.01% | 827 |
|
|
2023
Q4 | $235K | Buy |
+3,936
| New | +$235K | ﹤0.01% | 823 |
|