Salem Investment Counselors’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 | $38.5K | Hold |
450
| – | – | ﹤0.01% | 624 |
|
|
2025
Q1 | $35.3K | Hold |
450
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $35K | Hold |
450
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $32K | Hold |
450
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $29.3K | Hold |
450
| – | – | ﹤0.01% | 668 |
|
|
2024
Q1 | $29.8K | Hold |
450
| – | – | ﹤0.01% | 650 |
|
|
2023
Q4 | $26.9K | Hold |
450
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $23.3K | Hold |
450
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $23.7K | Hold |
450
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $22.6K | Hold |
450
| – | – | ﹤0.01% | 671 |
|
|
2022
Q4 | $23.6K | Hold |
450
| – | – | ﹤0.01% | 633 |
|
|
2022
Q3 | $21K | Hold |
450
| – | – | ﹤0.01% | 634 |
|
|
2022
Q2 | $22K | Buy |
+450
| New | +$22K | ﹤0.01% | 648 |
|
|
2022
Q1 | – | Sell |
-450
| Closed | -$29K | – | 1054 |
|
|
2021
Q4 | $29K | Hold |
450
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $28K | Buy |
+450
| New | +$28K | ﹤0.01% | 578 |
|