Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $791K | Hold |
11,928
| – | – | 0.28% | 94 |
|
|
2023
Q4 | $713K | Sell |
11,928
-1,407
| -11% | -$84K | 0.27% | 97 |
|
|
2023
Q3 | $687K | Hold |
13,335
| – | – | 0.29% | 95 |
|
|
2023
Q2 | $702K | Hold |
13,335
| – | – | 0.27% | 100 |
|
|
2023
Q1 | $671K | Hold |
13,335
| – | – | 0.25% | 103 |
|
|
2022
Q4 | $700K | Hold |
13,335
| – | – | 0.28% | 103 |
|
|
2022
Q3 | $628K | Hold |
13,335
| – | – | 0.26% | 102 |
|
|
2022
Q2 | $659K | Hold |
13,335
| – | – | 0.25% | 103 |
|
|
2022
Q1 | $802K | Hold |
13,335
| – | – | 0.27% | 96 |
|
|
2021
Q4 | $858K | Hold |
13,335
| – | – | 0.28% | 92 |
|
|
2021
Q3 | $836K | Hold |
13,335
| – | – | 0.3% | 86 |
|
|
2021
Q2 | $823K | Hold |
13,335
| – | – | 0.31% | 85 |
|
|
2021
Q1 | $761K | Hold |
13,335
| – | – | 0.32% | 80 |
|
|
2020
Q4 | $667K | Hold |
13,335
| – | – | 0.29% | 81 |
|
|
2020
Q3 | $542K | Sell |
13,335
-3,240
| -20% | -$132K | 0.27% | 85 |
|
|
2020
Q2 | $660K | Hold |
16,575
| – | – | 0.34% | 73 |
|
|
2020
Q1 | $567K | Hold |
16,575
| – | – | 0.34% | 71 |
|
|
2019
Q4 | $839K | Hold |
16,575
| – | – | 0.4% | 63 |
|
|
2019
Q3 | $754K | Buy |
+16,575
| New | +$754K | 0.38% | 66 |
|