SA
SFI Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,631
| Closed | -$292K | – | 90 |
|
|
2023
Q4 | $292K | Sell |
1,631
-90
| -5% | -$16.1K | 0.25% | 61 |
|
|
2023
Q3 | $266K | Sell |
1,721
-555
| -24% | -$85.8K | 0.26% | 53 |
|
|
2023
Q2 | $360K | Hold |
2,276
| – | – | 0.34% | 46 |
|
|
2023
Q1 | $344K | Sell |
2,276
-28,096
| -93% | -$4.24M | 0.34% | 45 |
|
|
2022
Q4 | $4.78M | Buy |
30,372
+44
| +0.1% | +$6.93K | 5.19% | 2 |
|
|
2022
Q3 | $4.28M | Buy |
30,328
+248
| +0.8% | +$35K | 4.98% | 2 |
|
|
2022
Q2 | $4.46M | Sell |
30,080
-7
| -0% | -$1.04K | 4.94% | 3 |
|
|
2022
Q1 | $5.43K | Buy |
30,087
+82
| +0.3% | +$15 | 3.31% | 6 |
|
|
2021
Q4 | $6.13M | Buy |
+30,005
| New | +$6.13M | 5.42% | 3 |
|