Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $967K | Sell |
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|
2024
Q1 | $999K | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.81M | Sell |
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|
2022
Q1 | $3.57M | Sell |
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|
2021
Q4 | $4.83M | Sell |
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|
2021
Q3 | $4.81M | Sell |
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|
2021
Q2 | $4.85M | Buy |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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