Southern Capital Advisors’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 | $5.41M | Buy |
63,160
+2,554
| +4% | +$219K | 2.77% | 8 |
|
|
2025
Q1 | $4.76M | Buy |
60,606
+1,643
| +3% | +$129K | 2.64% | 8 |
|
|
2024
Q4 | $4.59M | Buy |
58,963
+7,724
| +15% | +$601K | 2.54% | 10 |
|
|
2024
Q3 | $3.64M | Buy |
51,239
+3,917
| +8% | +$278K | 2.05% | 14 |
|
|
2024
Q2 | $3.09M | Buy |
47,322
+1,155
| +3% | +$75.3K | 1.9% | 16 |
|
|
2024
Q1 | $3.06M | Sell |
46,167
-9,015
| -16% | -$598K | 1.86% | 16 |
|
|
2023
Q4 | $3.3M | Buy |
+55,182
| New | +$3.3M | 2.34% | 12 |
|
|
2023
Q2 | – | Sell |
-23,691
| Closed | -$1.19M | – | 77 |
|
|
2023
Q1 | $1.19M | Sell |
23,691
-6,285
| -21% | -$316K | 0.88% | 27 |
|
|
2022
Q4 | $1.57M | Buy |
+29,976
| New | +$1.57M | 1.22% | 23 |
|