Prospera Financial Services’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 | $903K | Buy |
10,554
+153
| +1% | +$13.1K | 0.02% | 691 |
|
|
2025
Q1 | $817K | Buy |
10,401
+1,340
| +15% | +$105K | 0.02% | 616 |
|
|
2024
Q4 | $705K | Buy |
9,061
+595
| +7% | +$46.3K | 0.02% | 640 |
|
|
2024
Q3 | $601K | Hold |
8,466
| – | – | 0.02% | 656 |
|
|
2024
Q2 | $552K | Hold |
8,466
| – | – | 0.02% | 677 |
|
|
2024
Q1 | $561K | Hold |
8,466
| – | – | 0.02% | 670 |
|
|
2023
Q4 | $506K | Hold |
8,466
| – | – | 0.02% | 658 |
|
|
2023
Q3 | $436K | Hold |
8,466
| – | – | 0.02% | 664 |
|
|
2023
Q2 | $446K | Hold |
8,466
| – | – | 0.02% | 654 |
|
|
2023
Q1 | $426K | Buy |
+8,466
| New | +$426K | 0.02% | 664 |
|
|
2022
Q2 | – | Sell |
-8,736
| Closed | -$525K | – | 2130 |
|
|
2022
Q1 | $525K | Hold |
8,736
| – | – | 0.02% | 586 |
|
|
2021
Q4 | $562K | Hold |
8,736
| – | – | 0.02% | 540 |
|
|
2021
Q3 | $548K | Hold |
8,736
| – | – | 0.03% | 508 |
|
|
2021
Q2 | $540K | Buy |
8,736
+480
| +6% | +$29.7K | 0.03% | 513 |
|
|
2021
Q1 | $471K | Hold |
8,256
| – | – | 0.03% | 501 |
|
|
2020
Q4 | $413K | Hold |
8,256
| – | – | 0.03% | 453 |
|
|
2020
Q3 | $336K | Hold |
8,256
| – | – | 0.13% | 141 |
|
|
2020
Q2 | $329K | Hold |
8,256
| – | – | 0.03% | 420 |
|
|
2020
Q1 | $283K | Sell |
8,256
-1,035
| -11% | -$35.5K | 0.03% | 405 |
|
|
2019
Q4 | $470K | Buy |
+9,291
| New | +$470K | 0.04% | 390 |
|