Signet Financial Management’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
2026
Q1
$249K Sell
3,000
-1
-0% -$88 0.03% 277
2025
Q4
$277K Sell
3,001
-304
-9% -$27.1K 0.03% 255
2025
Q3
$296K Sell
3,305
-507
-13% -$44.6K 0.03% 248
2025
Q2
$326K Buy
3,812
+144
+4% +$11.4K 0.04% 232
2025
Q1
$288K Sell
3,668
-120
-3% -$9.66K 0.04% 241
2024
Q4
$295K Sell
3,788
-51
-1% -$3.93K 0.04% 230
2024
Q3
$273K Sell
3,839
-66
-2% -$4.54K 0.03% 238
2024
Q2
$255K Buy
3,905
+170
+5% +$11K 0.03% 239
2024
Q1
$248K Buy
3,735
+114
+3% +$7.08K 0.03% 248
2023
Q4
$216K Buy
+3,621
New +$195K 0.03% 258
2018
Q4
Sell
-900
Closed -$40K 544
2018
Q3
$40K Buy
+900
New +$40.7K 0.01% 421

Other funds holding IYG