Rise Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Hold |
126
| – | – | ﹤0.01% | 950 |
|
|
2025
Q1 | $9.9K | Buy |
+126
| New | +$9.9K | ﹤0.01% | 973 |
|
|
2023
Q4 | – | Sell |
-504
| Closed | -$26K | – | 660 |
|
|
2023
Q3 | $26K | Hold |
504
| – | – | 0.02% | 201 |
|
|
2023
Q2 | $26.6K | Hold |
504
| – | – | 0.02% | 209 |
|
|
2023
Q1 | $25.3K | Buy |
504
+3
| +0.6% | +$151 | 0.02% | 225 |
|
|
2022
Q4 | $26.2K | Buy |
501
+3
| +0.6% | +$157 | 0.02% | 216 |
|
|
2022
Q3 | $23K | Buy |
498
+3
| +0.6% | +$139 | 0.02% | 226 |
|
|
2022
Q2 | $24K | Buy |
495
+3
| +0.6% | +$145 | 0.02% | 213 |
|
|
2022
Q1 | $30K | Buy |
492
+3
| +0.6% | +$183 | 0.03% | 205 |
|
|
2021
Q4 | $31.5K | Buy |
+489
| New | +$31.5K | 0.03% | 198 |
|