Quadrant Private Wealth Management’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 | $637K | Hold |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $560K | Hold |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $568K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q2 | $674K | Sell |
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|
2022
Q1 | $914K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $954K | Sell |
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|
2020
Q3 | $867K | Buy |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $289K | Buy |
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