Swisher Financial Concepts’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 | $265K | Hold |
3,101
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $244K | Buy |
+3,101
| New | +$244K | 0.2% | 67 |
|
|
2024
Q4 | – | Sell |
-4,463
| Closed | -$313K | – | 76 |
|
|
2024
Q3 | $313K | Buy |
4,463
+1
| +0% | +$70 | 0.2% | 70 |
|
|
2024
Q2 | $295K | Sell |
4,462
-774
| -15% | -$51.2K | 0.3% | 60 |
|
|
2024
Q1 | $336K | Sell |
5,236
-5,159
| -50% | -$331K | 0.29% | 52 |
|
|
2023
Q4 | $608K | Buy |
+10,395
| New | +$608K | 0.59% | 31 |
|