QPWM
Quadrant Private Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Hold |
7,438
| – | – | 0.13% | 131 |
|
|
2025
Q1 | $584K | Sell |
7,438
-945
| -11% | -$74.2K | 0.15% | 124 |
|
|
2024
Q4 | $652K | Sell |
8,383
-200
| -2% | -$15.6K | 0.16% | 120 |
|
|
2024
Q3 | $610K | Hold |
8,583
| – | – | 0.15% | 129 |
|
|
2024
Q2 | $560K | Hold |
8,583
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $569K | Buy |
8,583
+5,204
| +154% | +$345K | 0.14% | 125 |
|
|
2023
Q4 | $606K | Sell |
3,379
-10
| -0.3% | -$1.79K | 0.17% | 117 |
|
|
2023
Q3 | $527K | Hold |
3,389
| – | – | 0.18% | 108 |
|
|
2023
Q2 | $535K | Sell |
3,389
-372
| -10% | -$58.8K | 0.16% | 123 |
|
|
2023
Q1 | $568K | Sell |
3,761
-600
| -14% | -$90.6K | 0.18% | 116 |
|
|
2022
Q4 | $687K | Buy |
+4,361
| New | +$687K | 0.23% | 101 |
|
|
2022
Q2 | $674K | Sell |
4,546
-523
| -10% | -$77.5K | 0.28% | 81 |
|
|
2022
Q1 | $914K | Sell |
5,069
-870
| -15% | -$157K | 0.34% | 73 |
|
|
2021
Q4 | $1.15M | Sell |
5,939
-180
| -3% | -$34.8K | 0.43% | 59 |
|
|
2021
Q3 | $1.15M | Sell |
6,119
-95
| -2% | -$17.9K | 0.48% | 55 |
|
|
2021
Q2 | $1.15M | Sell |
6,214
-44
| -0.7% | -$8.15K | 0.47% | 57 |
|
|
2021
Q1 | $1.07M | Sell |
6,258
-101
| -2% | -$17.3K | 0.47% | 57 |
|
|
2020
Q4 | $954K | Sell |
6,359
-750
| -11% | -$113K | 0.42% | 63 |
|
|
2020
Q3 | $867K | Buy |
7,109
+162
| +2% | +$19.8K | 0.44% | 60 |
|
|
2020
Q2 | $829K | Buy |
6,947
+4,131
| +147% | +$493K | 0.48% | 54 |
|
|
2020
Q1 | $289K | Buy |
+2,816
| New | +$289K | 0.24% | 100 |
|