RFG Advisory’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,696
| Closed | -$232K | – | 488 |
|
|
2021
Q3 | $232K | Buy |
+3,696
| New | +$232K | 0.02% | 386 |
|
|
2021
Q1 | – | Sell |
-4,575
| Closed | -$240K | – | 445 |
|
|
2020
Q4 | $240K | Sell |
4,575
-27,159
| -86% | -$1.42M | 0.03% | 385 |
|
|
2020
Q3 | $1.29M | Buy |
+31,734
| New | +$1.29M | 0.18% | 112 |
|