Spire Wealth 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 | $8.39K | Sell |
98
-13
| -12% | -$1.11K | ﹤0.01% | 1778 |
|
|
2025
Q1 | $8.72K | Hold |
111
| – | – | ﹤0.01% | 1875 |
|
|
2024
Q4 | $8.64K | Hold |
111
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q3 | $7.88K | Sell |
111
-622
| -85% | -$44.2K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $47.8K | Hold |
733
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q1 | $48.6K | Buy |
733
+1
| +0.1% | +$66 | ﹤0.01% | 1224 |
|
|
2023
Q4 | $43.5K | Buy |
732
+3
| +0.4% | +$178 | ﹤0.01% | 1250 |
|
|
2023
Q3 | $37.6K | Hold |
729
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q2 | $38.4K | Buy |
729
+21
| +3% | +$1.11K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $35.7K | Sell |
708
-102
| -13% | -$5.14K | ﹤0.01% | 1354 |
|
|
2022
Q4 | $43K | Sell |
810
-135
| -14% | -$7.17K | ﹤0.01% | 1038 |
|
|
2022
Q3 | $45K | Buy |
945
+810
| +600% | +$38.6K | ﹤0.01% | 988 |
|
|
2022
Q2 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 2028 |
|