Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.87M | Sell |
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2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $5.45M | Sell |
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|
2021
Q4 | $8.94M | Sell |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $3M | Buy |
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|
2020
Q4 | $2.57M | Sell |
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|
2020
Q3 | $3.83M | Buy |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $2.33M | Sell |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.53M | Sell |
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|
2019
Q1 | $2.45M | Sell |
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|
2018
Q4 | $2.69M | Buy |
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|
2018
Q3 | $2.49M | Buy |
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|
2018
Q2 | $2.35M | Sell |
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|
2018
Q1 | $4.62M | Sell |
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|
2017
Q4 | $4.65M | Buy |
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|
2017
Q3 | $2.89M | Buy |
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|
2017
Q2 | $1.33M | Sell |
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|
2017
Q1 | $1.44M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $807K | Buy |
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|
2016
Q2 | $372K | Sell |
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|
2016
Q1 | $424K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8.65M | Buy |
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|
2014
Q3 | $8.08M | Buy |
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|
2014
Q2 | $7.92M | Sell |
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|
2014
Q1 | $7.99M | Buy |
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|
2013
Q4 | $7.84M | Buy |
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|
2013
Q3 | $6.03M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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