Stifel Financial’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 | $8.92M | Buy |
104,178
+3,583
| +4% | +$307K | 0.01% | 942 |
|
|
2025
Q1 | $7.9M | Buy |
100,595
+186
| +0.2% | +$14.6K | 0.01% | 962 |
|
|
2024
Q4 | $7.81M | Buy |
100,409
+10,813
| +12% | +$841K | 0.01% | 970 |
|
|
2024
Q3 | $6.36M | Buy |
89,596
+221
| +0.2% | +$15.7K | 0.01% | 1068 |
|
|
2024
Q2 | $5.83M | Buy |
89,375
+523
| +0.6% | +$34.1K | 0.01% | 1056 |
|
|
2024
Q1 | $5.89M | Sell |
88,852
-2,114
| -2% | -$140K | 0.01% | 1050 |
|
|
2023
Q4 | $5.43M | Sell |
90,966
-1,086
| -1% | -$64.9K | 0.01% | 1062 |
|
|
2023
Q3 | $4.75M | Sell |
92,052
-2,424
| -3% | -$125K | 0.01% | 1053 |
|
|
2023
Q2 | $4.98M | Buy |
94,476
+9,231
| +11% | +$486K | 0.01% | 1042 |
|
|
2023
Q1 | $4.29M | Buy |
85,245
+12,249
| +17% | +$616K | 0.01% | 1107 |
|
|
2022
Q4 | $3.83M | Sell |
72,996
-8,634
| -11% | -$453K | 0.01% | 1126 |
|
|
2022
Q3 | $3.84M | Buy |
81,630
+7,164
| +10% | +$337K | 0.01% | 1069 |
|
|
2022
Q2 | $3.68M | Sell |
74,466
-36,903
| -33% | -$1.82M | 0.01% | 1125 |
|
|
2022
Q1 | $6.7M | Sell |
111,369
-121,389
| -52% | -$7.3M | 0.01% | 906 |
|
|
2021
Q4 | $15M | Sell |
232,758
-14,016
| -6% | -$902K | 0.02% | 587 |
|
|
2021
Q3 | $15.5M | Buy |
246,774
+28,449
| +13% | +$1.78M | 0.02% | 556 |
|
|
2021
Q2 | $13.5M | Buy |
218,325
+137,322
| +170% | +$8.48M | 0.02% | 604 |
|
|
2021
Q1 | $4.63M | Buy |
81,003
+8,625
| +12% | +$492K | 0.01% | 1003 |
|
|
2020
Q4 | $3.62M | Sell |
72,378
-50,076
| -41% | -$2.5M | 0.01% | 1037 |
|
|
2020
Q3 | $4.98M | Buy |
122,454
+7,059
| +6% | +$287K | 0.01% | 765 |
|
|
2020
Q2 | $4.59M | Buy |
115,395
+62,265
| +117% | +$2.48M | 0.01% | 760 |
|
|
2020
Q1 | $1.81M | Sell |
53,130
-58,647
| -52% | -$2M | 0.01% | 1087 |
|
|
2019
Q4 | $5.65M | Buy |
111,777
+10,782
| +11% | +$545K | 0.01% | 838 |
|
|
2019
Q3 | $4.6M | Sell |
100,995
-19,866
| -16% | -$904K | 0.01% | 866 |
|
|
2019
Q2 | $5.39M | Buy |
120,861
+14,598
| +14% | +$651K | 0.01% | 835 |
|
|
2019
Q1 | $4.4M | Buy |
106,263
+3,144
| +3% | +$130K | 0.01% | 860 |
|
|
2018
Q4 | $3.85M | Sell |
103,119
-8,112
| -7% | -$303K | 0.01% | 881 |
|
|
2018
Q3 | $4.94M | Buy |
111,231
+5,817
| +6% | +$258K | 0.01% | 850 |
|
|
2018
Q2 | $4.55M | Buy |
105,414
+5,637
| +6% | +$243K | 0.01% | 860 |
|
|
2018
Q1 | $4.36M | Buy |
99,777
+27,126
| +37% | +$1.18M | 0.01% | 844 |
|
|
2017
Q4 | $3.16M | Buy |
72,651
+5,121
| +8% | +$223K | 0.01% | 956 |
|
|
2017
Q3 | $2.7M | Buy |
67,530
+5,250
| +8% | +$210K | 0.01% | 988 |
|
|
2017
Q2 | $2.36M | Buy |
62,280
+15,480
| +33% | +$586K | 0.01% | 1023 |
|
|
2017
Q1 | $1.7M | Buy |
46,800
+22,377
| +92% | +$813K | 0.01% | 1154 |
|
|
2016
Q4 | $867K | Buy |
+24,423
| New | +$867K | ﹤0.01% | 1467 |
|
|
2015
Q4 | – | Sell |
-7,740
| Closed | -$221K | – | 2367 |
|
|
2015
Q3 | $221K | Buy |
+7,740
| New | +$221K | ﹤0.01% | 1971 |
|