Principal 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 | $53.2K | Sell |
622
-5,375
| -90% | -$460K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $467K | Hold |
5,997
| – | – | 0.01% | 803 |
|
|
2024
Q4 | $467K | Sell |
5,997
-84
| -1% | -$6.54K | 0.01% | 798 |
|
|
2024
Q3 | $432K | Hold |
6,081
| – | – | 0.01% | 812 |
|
|
2024
Q2 | $397K | Sell |
6,081
-675
| -10% | -$44K | 0.01% | 790 |
|
|
2024
Q1 | $448K | Sell |
6,756
-120
| -2% | -$7.96K | 0.01% | 709 |
|
|
2023
Q4 | $411K | Buy |
+6,876
| New | +$411K | 0.02% | 683 |
|