The Family Firm’s iShares US Financial Services ETF IYG Stock Holding History

The Family Firm’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Sell	31,367 -531	-2%	-$45.5K	0.65%	37
2025 Q1	$2.51M	Sell	31,898 -135	-0.4%	-$10.6K	0.56%	38
2024 Q4	$2.49M	Sell	32,033 -2,706	-8%	-$211K	0.55%	39
2024 Q3	$2.47M	Sell	34,739 -1,577	-4%	-$112K	0.54%	40
2024 Q2	$2.37M	Sell	36,316 -1,524	-4%	-$99.4K	0.53%	37
2024 Q1	$2.51M	Sell	37,840 -32	-0.1%	-$2.12K	0.61%	34
2023 Q4	$2.26M	Sell	37,872 -1,383	-4%	-$82.6K	0.58%	38
2023 Q3	$2.02M	Sell	39,255 -4,101	-9%	-$211K	0.57%	40
2023 Q2	$2.28M	Buy	43,356 +3,936	+10%	+$207K	0.6%	37
2023 Q1	$1.98M	Buy	39,420 +177	+0.5%	+$8.91K	0.55%	40
2022 Q4	$2.06M	Sell	39,243 -561	-1%	-$29.5K	0.6%	36
2022 Q3	$1.87M	Sell	39,804 -78	-0.2%	-$3.67K	0.6%	37
2022 Q2	$1.97M	Sell	39,882 -699	-2%	-$34.5K	0.58%	37
2022 Q1	$2.44M	Buy	40,581 +129	+0.3%	+$7.75K	0.64%	33
2021 Q4	$2.6M	Buy	40,452 +111	+0.3%	+$7.15K	0.67%	32
2021 Q3	$2.71M	Buy	40,341 +114	+0.3%	+$7.66K	0.71%	31
2021 Q2	$2.48M	Sell	40,227 -447	-1%	-$27.6K	0.68%	36
2021 Q1	$2.32M	Sell	40,674 -1,797	-4%	-$103K	0.67%	33
2020 Q4	$2.2M	Buy	42,471 +1,008	+2%	+$52.1K	0.65%	34
2020 Q3	$1.69M	Buy	41,463 +2,787	+7%	+$113K	0.6%	38
2020 Q2	$1.54M	Buy	38,676 +1,956	+5%	+$77.8K	0.58%	38
2020 Q1	$1.26M	Buy	36,720 +5,808	+19%	+$199K	0.53%	40
2019 Q4	$1.56M	Buy	30,912 +75	+0.2%	+$3.8K	0.53%	43
2019 Q3	$1.4M	Sell	30,837 -879	-3%	-$40K	0.5%	42
2019 Q2	$1.42M	Buy	31,716 +2,112	+7%	+$94.2K	0.5%	43
2019 Q1	$1.23M	Sell	29,604 -582	-2%	-$24.2K	0.45%	44
2018 Q4	$1.13M	Buy	30,186 +2,835	+10%	+$106K	0.45%	44
2018 Q3	$1.22M	Sell	27,351 -600	-2%	-$26.7K	0.44%	45
2018 Q2	$1.21M	Sell	27,951 -1,041	-4%	-$45K	0.45%	45
2018 Q1	$1.27M	Sell	28,992 -2,046	-7%	-$89.3K	0.49%	43
2017 Q4	$1.35M	Sell	31,038 -1,455	-4%	-$63.3K	0.54%	38
2017 Q3	$1.3M	Buy	32,493 +81	+0.2%	+$3.24K	0.54%	39
2017 Q2	$1.23M	Sell	32,412 -507	-2%	-$19.2K	0.54%	39
2017 Q1	$1.2M	Sell	32,919 -6,258	-16%	-$228K	0.57%	38
2016 Q4	$1.39M	Buy	39,177 +462	+1%	+$16.4K	0.65%	32
2016 Q3	$1.13M	Buy	38,715 +2,625	+7%	+$76.8K	0.54%	41
2016 Q2	$970K	Buy	36,090 +2,937	+9%	+$78.9K	0.48%	41
2016 Q1	$897K	Buy	33,153 +8,643	+35%	+$234K	0.46%	47
2015 Q4	$735K	Buy	24,510 +1,401	+6%	+$42K	0.39%	47
2015 Q3	$658K	Buy	23,109 +2,136	+10%	+$60.8K	0.36%	49
2015 Q2	$657K	Buy	20,973 +6,834	+48%	+$214K	0.34%	49
2015 Q1	$422K	Sell	14,139 -537	-4%	-$16K	0.21%	67
2014 Q4	$449K	Buy	+14,676	New	+$449K	0.23%	63