Sigma Planning Corp’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
Q2 | $230K | Sell |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2020
Q2 | $339K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $358K | Buy |
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