United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $913K | Hold |
11,019
| – | – | 0.01% | 795 |
|
|
2025
Q4 | $1.02M | Buy |
11,019
+7,980
| +263% | +$712K | 0.01% | 731 |
|
|
2025
Q3 | $272K | Buy |
+3,039
| New | +$267K | ﹤0.01% | 1049 |
|
|
2023
Q4 | – | Sell |
-48,870
| Closed | -$2.52M | – | 1094 |
|
|
2023
Q3 | $2.52M | Sell |
48,870
-363
| -0.7% | -$19.6K | 0.02% | 391 |
|
|
2023
Q2 | $2.59M | Sell |
49,233
-1,524
| -3% | -$77.2K | 0.01% | 406 |
|
|
2023
Q1 | $2.55M | Sell |
50,757
-3,324
| -6% | -$181K | 0.01% | 412 |
|
|
2022
Q4 | $2.84M | Sell |
54,081
-1,656
| -3% | -$86.8K | 0.02% | 420 |
|
|
2022
Q3 | $2.62M | Buy |
55,737
+183
| +0.3% | +$9.6K | 0.02% | 426 |
|
|
2022
Q2 | $2.75M | Buy |
55,554
+2,031
| +4% | +$110K | 0.02% | 435 |
|
|
2022
Q1 | $3.22M | Sell |
53,523
-1,863
| -3% | -$117K | 0.02% | 437 |
|
|
2021
Q4 | $3.56M | Buy |
55,386
+2,811
| +5% | +$183K | 0.02% | 435 |
|
|
2021
Q3 | $3.3M | Buy |
52,575
+2,142
| +4% | +$134K | 0.02% | 441 |
|
|
2021
Q2 | $3.11M | Buy |
50,433
+237
| +0.5% | +$14.5K | 0.02% | 456 |
|
|
2021
Q1 | $2.87M | Sell |
50,196
-423
| -0.8% | -$22.9K | 0.02% | 443 |
|
|
2020
Q4 | $2.53M | Buy |
50,619
+3,498
| +7% | +$158K | 0.02% | 456 |
|
|
2020
Q3 | $1.92M | Buy |
47,121
+7,509
| +19% | +$310K | 0.01% | 507 |
|
|
2020
Q2 | $1.58M | Sell |
39,612
-3,213
| -8% | -$123K | 0.01% | 562 |
|
|
2020
Q1 | $1.47M | Sell |
42,825
-44,439
| -51% | -$2.03M | 0.01% | 555 |
|
|
2019
Q4 | $4.42M | Buy |
87,264
+771
| +0.9% | +$37K | 0.03% | 442 |
|
|
2019
Q3 | $3.93M | Sell |
86,493
-1,860
| -2% | -$83.8K | 0.03% | 466 |
|
|
2019
Q2 | $3.94M | Sell |
88,353
-4,986
| -5% | -$218K | 0.03% | 466 |
|
|
2019
Q1 | $3.88M | Buy |
93,339
+4,116
| +5% | +$171K | 0.03% | 457 |
|
|
2018
Q4 | $3.34M | Buy |
89,223
+210
| +0.2% | +$8.66K | 0.03% | 451 |
|
|
2018
Q3 | $3.96M | Buy |
89,013
+1,164
| +1% | +$52.7K | 0.03% | 478 |
|
|
2018
Q2 | $3.8M | Sell |
87,849
-4,410
| -5% | -$195K | 0.03% | 466 |
|
|
2018
Q1 | $4.03M | Buy |
92,259
+15,813
| +21% | +$718K | 0.03% | 447 |
|
|
2017
Q4 | $3.35M | Sell |
76,446
-4,083
| -5% | -$170K | 0.03% | 483 |
|
|
2017
Q3 | $3.22M | Sell |
80,529
-1,575
| -2% | -$60.3K | 0.03% | 464 |
|
|
2017
Q2 | $3.1M | Sell |
82,104
-33,549
| -29% | -$1.22M | 0.03% | 472 |
|
|
2017
Q1 | $4.21M | Sell |
115,653
-125,520
| -52% | -$4.61M | 0.04% | 397 |
|
|
2016
Q4 | $8.54M | Sell |
241,173
-46,374
| -16% | -$1.51M | 0.08% | 288 |
|
|
2016
Q3 | $8.41M | Sell |
287,547
-16,866
| -6% | -$486K | 0.08% | 301 |
|
|
2016
Q2 | $8.22M | Buy |
+304,413
| New | +$8.5M | 0.08% | 283 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
