Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $3.08M | Sell |
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|
2020
Q3 | $3.78M | Buy |
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|
2020
Q2 | $3.61M | Buy |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $2.89M | Buy |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $3.24M | Sell |
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|
2019
Q1 | $3.24M | Buy |
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|
2018
Q4 | $2.91M | Buy |
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|
2018
Q3 | $3.37M | Buy |
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|
2018
Q2 | $3.11M | Buy |
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|
2018
Q1 | $1.95M | Buy |
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|
2017
Q4 | $996K | Buy |
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|
2017
Q3 | $417K | Buy |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $14K | Buy |
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