The Family Firm’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 | $2.68M | Sell |
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|
2025
Q1 | $2.51M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.48M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.2M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.54M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.4M | Sell |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $1.22M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.23M | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $970K | Buy |
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|
2016
Q1 | $897K | Buy |
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|
2015
Q4 | $735K | Buy |
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|
2015
Q3 | $658K | Buy |
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|
2015
Q2 | $657K | Buy |
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|
2015
Q1 | $422K | Sell |
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|
2014
Q4 | $449K | Buy |
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