Raymond James Trust’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 | $218K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $753K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $246K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $520K | Buy |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $393K | Sell |
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|
2018
Q4 | $369K | Buy |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $367K | Sell |
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|
2018
Q1 | $381K | Buy |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $251K | Sell |
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|
2017
Q2 | $238K | Buy |
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|
2017
Q1 | $219K | Buy |
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