SAM 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 | $9.91M | Buy |
115,807
+2,253
| +2% | +$193K | 3.43% | 7 |
|
|
2025
Q1 | $8.92M | Sell |
113,554
-4,061
| -3% | -$319K | 3.34% | 8 |
|
|
2024
Q4 | $9.14M | Sell |
117,615
-2,696
| -2% | -$210K | 3.31% | 8 |
|
|
2024
Q3 | $8.54M | Sell |
120,311
-1,100
| -0.9% | -$78.1K | 3.14% | 8 |
|
|
2024
Q2 | $7.92M | Sell |
121,411
-1,914
| -2% | -$125K | 2.87% | 9 |
|
|
2024
Q1 | $8.18M | Sell |
123,325
-305
| -0.2% | -$20.2K | 2.98% | 9 |
|
|
2023
Q4 | $7.39M | Buy |
123,630
+630
| +0.5% | +$37.6K | 2.91% | 9 |
|
|
2023
Q3 | $6.34M | Sell |
123,000
-1,617
| -1% | -$83.4K | 2.75% | 9 |
|
|
2023
Q2 | $6.56M | Buy |
124,617
+8,169
| +7% | +$430K | 2.73% | 9 |
|
|
2023
Q1 | $5.86M | Sell |
116,448
-7,572
| -6% | -$381K | 2.63% | 9 |
|
|
2022
Q4 | $6.51M | Buy |
124,020
+4,065
| +3% | +$213K | 2.87% | 9 |
|
|
2022
Q3 | $5.65M | Buy |
+119,955
| New | +$5.65M | 2.75% | 9 |
|