Sowell Financial Services’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 | $243K | Sell |
2,838
-1,752
| -38% | -$150K | 0.01% | 877 |
|
|
2025
Q1 | $361K | Buy |
+4,590
| New | +$361K | 0.02% | 689 |
|
|
2021
Q2 | – | Sell |
-3,219
| Closed | -$201K | – | 1645 |
|
|
2021
Q1 | $201K | Sell |
3,219
-6,540
| -67% | -$408K | 0.01% | 1048 |
|
|
2020
Q4 | $488K | Sell |
9,759
-1,152
| -11% | -$57.6K | 0.02% | 533 |
|
|
2020
Q3 | $444K | Buy |
10,911
+2,169
| +25% | +$88.3K | 0.02% | 498 |
|
|
2020
Q2 | $348K | Buy |
8,742
+7,692
| +733% | +$306K | 0.02% | 554 |
|
|
2020
Q1 | $36K | Sell |
1,050
-1,200
| -53% | -$41.1K | ﹤0.01% | 1159 |
|
|
2019
Q4 | $114K | Sell |
2,250
-552
| -20% | -$28K | 0.01% | 879 |
|
|
2019
Q3 | $127K | Buy |
+2,802
| New | +$127K | 0.01% | 768 |
|