Prospera Financial Services’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
Q2 | $903K | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $705K | Buy |
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|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $552K | Hold |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $436K | Hold |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $336K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $470K | Buy |
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