Rockefeller Capital 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
Q3 | $621K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $946K | Sell |
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|
2024
Q1 | $7.52M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $26K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $60K | Buy |
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