SignatureFD’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
Q4 | – | Sell |
-967
| Closed | -$86.7K | – | 3478 |
|
|
2025
Q3 | $86.7K | Sell |
967
-22
| -2% | -$1.93K | ﹤0.01% | 1367 |
|
|
2025
Q2 | $84.7K | Sell |
989
-29
| -3% | -$2.3K | ﹤0.01% | 1313 |
|
|
2025
Q1 | $80K | Hold |
1,018
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q4 | $79.2K | Hold |
1,018
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q3 | $72.3K | Sell |
1,018
-36
| -3% | -$2.47K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $68.7K | Buy |
1,054
+3
| +0.3% | +$195 | ﹤0.01% | 1357 |
|
|
2024
Q1 | $69.7K | Buy |
1,051
+1
| +0.1% | +$62 | ﹤0.01% | 1379 |
|
|
2023
Q4 | $62.8K | Buy |
1,050
+9
| +0.9% | +$485 | ﹤0.01% | 1357 |
|
|
2023
Q3 | $53.7K | Buy |
1,041
+42
| +4% | +$2.27K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $52.6K | Buy |
999
+15
| +2% | +$760 | ﹤0.01% | 1396 |
|
|
2023
Q1 | $49.5K | Sell |
984
-51
| -5% | -$2.78K | ﹤0.01% | 1397 |
|
|
2022
Q4 | $54.3K | Buy |
1,035
+6
| +0.6% | +$314 | ﹤0.01% | 1322 |
|
|
2022
Q3 | $48K | Buy |
1,029
+6
| +0.6% | +$315 | ﹤0.01% | 1287 |
|
|
2022
Q2 | $51K | Sell |
1,023
-756
| -42% | -$41K | ﹤0.01% | 1286 |
|
|
2022
Q1 | $107K | Sell |
1,779
-171
| -9% | -$10.8K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $126K | Buy |
1,950
+846
| +77% | +$55.2K | ﹤0.01% | 912 |
|
|
2021
Q3 | $69K | Buy |
1,104
+3
| +0.3% | +$188 | ﹤0.01% | 1142 |
|
|
2021
Q2 | $68K | Buy |
1,101
+81
| +8% | +$4.95K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $58K | Buy |
1,020
+51
| +5% | +$2.76K | ﹤0.01% | 1121 |
|
|
2020
Q4 | $49K | Buy |
969
+3
| +0.3% | +$135 | ﹤0.01% | 1085 |
|
|
2020
Q3 | $39K | Sell |
966
-21
| -2% | -$866 | ﹤0.01% | 1088 |
|
|
2020
Q2 | $39K | Buy |
987
+354
| +56% | +$13.6K | ﹤0.01% | 1053 |
|
|
2020
Q1 | $22K | Sell |
633
-18
| -3% | -$821 | ﹤0.01% | 1196 |
|
|
2019
Q4 | $33K | Buy |
651
+18
| +3% | +$865 | ﹤0.01% | 1114 |
|
|
2019
Q3 | $29K | Buy |
633
+600
| +1,818% | +$27K | ﹤0.01% | 1106 |
|
|
2019
Q2 | $1K | Buy |
+33
| New | +$1.45K | ﹤0.01% | 1893 |
|
Other funds holding IYG
RIG
OCA
SWP
DWM