Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $791K | Hold |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $687K | Hold |
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|
2023
Q2 | $702K | Hold |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $700K | Hold |
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|
2022
Q3 | $628K | Hold |
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|
2022
Q2 | $659K | Hold |
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|
2022
Q1 | $802K | Hold |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $836K | Hold |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $667K | Hold |
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|
2020
Q3 | $542K | Sell |
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|
2020
Q2 | $660K | Hold |
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|
2020
Q1 | $567K | Hold |
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|
2019
Q4 | $839K | Hold |
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|
2019
Q3 | $754K | Buy |
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