Signet Financial Management’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 | $326K | Buy |
3,812
+144
| +4% | +$12.3K | 0.04% | 232 |
|
|
2025
Q1 | $288K | Sell |
3,668
-120
| -3% | -$9.43K | 0.04% | 241 |
|
|
2024
Q4 | $295K | Sell |
3,788
-51
| -1% | -$3.97K | 0.04% | 230 |
|
|
2024
Q3 | $273K | Sell |
3,839
-66
| -2% | -$4.69K | 0.03% | 238 |
|
|
2024
Q2 | $255K | Buy |
3,905
+170
| +5% | +$11.1K | 0.03% | 239 |
|
|
2024
Q1 | $248K | Buy |
3,735
+114
| +3% | +$7.56K | 0.03% | 248 |
|
|
2023
Q4 | $216K | Buy |
+3,621
| New | +$216K | 0.03% | 258 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$40K | – | 524 |
|
|
2018
Q3 | $40K | Buy |
+900
| New | +$40K | 0.01% | 414 |
|