UBS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
126,556
-48,311
| -28% | -$4.14M | ﹤0.01% | 2352 |
|
|
2025
Q1 | $13.7M | Sell |
174,867
-8,764
| -5% | -$688K | ﹤0.01% | 2103 |
|
|
2024
Q4 | $14.3M | Sell |
183,631
-22,188
| -11% | -$1.73M | ﹤0.01% | 2044 |
|
|
2024
Q3 | $14.6M | Buy |
205,819
+3,321
| +2% | +$236K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $13.2M | Sell |
202,498
-6,280
| -3% | -$410K | ﹤0.01% | 1461 |
|
|
2024
Q1 | $13.8M | Sell |
208,778
-60,793
| -23% | -$4.03M | ﹤0.01% | 1412 |
|
|
2023
Q4 | $16.1M | Sell |
269,571
-31,944
| -11% | -$1.91M | ﹤0.01% | 1207 |
|
|
2023
Q3 | $15.5M | Buy |
301,515
+18,348
| +6% | +$946K | 0.01% | 1167 |
|
|
2023
Q2 | $14.9M | Sell |
283,167
-25,452
| -8% | -$1.34M | 0.01% | 1216 |
|
|
2023
Q1 | $15.5M | Sell |
308,619
-21,417
| -6% | -$1.08M | 0.01% | 1146 |
|
|
2022
Q4 | $17.3M | Sell |
330,036
-8,688
| -3% | -$456K | 0.01% | 1079 |
|
|
2022
Q3 | $15.9M | Sell |
338,724
-48,360
| -12% | -$2.28M | 0.01% | 1031 |
|
|
2022
Q2 | $19.1M | Sell |
387,084
-27,177
| -7% | -$1.34M | 0.01% | 992 |
|
|
2022
Q1 | $24.9M | Buy |
414,261
+3,540
| +0.9% | +$213K | 0.01% | 949 |
|
|
2021
Q4 | $26.4M | Buy |
410,721
+12,471
| +3% | +$803K | 0.01% | 984 |
|
|
2021
Q3 | $25M | Buy |
398,250
+600
| +0.2% | +$37.6K | 0.01% | 990 |
|
|
2021
Q2 | $24.6M | Buy |
397,650
+20,088
| +5% | +$1.24M | 0.01% | 994 |
|
|
2021
Q1 | $21.6M | Sell |
377,562
-68,268
| -15% | -$3.9M | 0.01% | 1033 |
|
|
2020
Q4 | $22.3M | Sell |
445,830
-114,957
| -20% | -$5.75M | 0.01% | 956 |
|
|
2020
Q3 | $22.8M | Buy |
560,787
+152,514
| +37% | +$6.2M | 0.01% | 850 |
|
|
2020
Q2 | $16.2M | Buy |
408,273
+103,758
| +34% | +$4.13M | 0.01% | 947 |
|
|
2020
Q1 | $10.4M | Buy |
304,515
+9,951
| +3% | +$341K | ﹤0.01% | 1076 |
|
|
2019
Q4 | $14.9M | Sell |
294,564
-156
| -0.1% | -$7.9K | 0.01% | 1232 |
|
|
2019
Q3 | $13.4M | Sell |
294,720
-57,744
| -16% | -$2.63M | 0.01% | 1211 |
|
|
2019
Q2 | $15.7M | Sell |
352,464
-43,821
| -11% | -$1.96M | 0.01% | 1109 |
|
|
2019
Q1 | $16.5M | Sell |
396,285
-144,765
| -27% | -$6.02M | 0.01% | 1033 |
|
|
2018
Q4 | $20.2M | Buy |
541,050
+12,573
| +2% | +$471K | 0.01% | 834 |
|
|
2018
Q3 | $23.5M | Sell |
528,477
-106,179
| -17% | -$4.72M | 0.01% | 861 |
|
|
2018
Q2 | $27.4M | Sell |
634,656
-66,594
| -9% | -$2.88M | 0.01% | 763 |
|
|
2018
Q1 | $30.6M | Buy |
701,250
+86,199
| +14% | +$3.76M | 0.01% | 692 |
|
|
2017
Q4 | $26.7M | Buy |
615,051
+16,974
| +3% | +$738K | 0.01% | 762 |
|
|
2017
Q3 | $23.9M | Buy |
598,077
+13,716
| +2% | +$548K | 0.01% | 770 |
|
|
2017
Q2 | $22.1M | Buy |
584,361
+75,234
| +15% | +$2.84M | 0.01% | 777 |
|
|
2017
Q1 | $18.5M | Buy |
509,127
+54,303
| +12% | +$1.97M | 0.01% | 842 |
|
|
2016
Q4 | $16.1M | Buy |
454,824
+102,924
| +29% | +$3.65M | 0.01% | 867 |
|
|
2016
Q3 | $10.3M | Buy |
351,900
+63,024
| +22% | +$1.84M | 0.01% | 1057 |
|
|
2016
Q2 | $7.76M | Buy |
288,876
+15
| +0% | +$403 | ﹤0.01% | 1202 |
|
|
2016
Q1 | $7.81M | Sell |
288,861
-37,380
| -11% | -$1.01M | 0.01% | 1177 |
|
|
2015
Q4 | $9.79M | Buy |
326,241
+17,454
| +6% | +$524K | 0.01% | 1093 |
|
|
2015
Q3 | $8.8M | Sell |
308,787
-36,660
| -11% | -$1.04M | 0.01% | 1131 |
|
|
2015
Q2 | $10.8M | Buy |
345,447
+50,961
| +17% | +$1.6M | 0.01% | 1105 |
|
|
2015
Q1 | $8.79M | Sell |
294,486
-36,417
| -11% | -$1.09M | 0.01% | 1236 |
|
|
2014
Q4 | $10.1M | Buy |
+330,903
| New | +$10.1M | 0.01% | 1143 |
|