United Capital Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

United Capital Financial Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-48,870	Closed	-$2.52M	–	1090
2023 Q3	$2.52M	Sell	48,870 -363	-0.7%	-$18.7K	0.02%	391
2023 Q2	$2.59M	Sell	49,233 -1,524	-3%	-$80.3K	0.01%	406
2023 Q1	$2.55M	Sell	50,757 -3,324	-6%	-$167K	0.01%	411
2022 Q4	$2.84M	Sell	54,081 -1,656	-3%	-$87K	0.02%	420
2022 Q3	$2.62M	Buy	55,737 +183	+0.3%	+$8.62K	0.02%	426
2022 Q2	$2.75M	Buy	55,554 +2,031	+4%	+$100K	0.02%	435
2022 Q1	$3.22M	Sell	53,523 -1,863	-3%	-$112K	0.02%	435
2021 Q4	$3.57M	Buy	55,386 +2,811	+5%	+$181K	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%	+$14.6K	0.02%	456
2021 Q1	$2.87M	Sell	50,196 -423	-0.8%	-$24.2K	0.02%	443
2020 Q4	$2.53M	Buy	50,619 +3,498	+7%	+$175K	0.02%	455
2020 Q3	$1.92M	Buy	47,121 +7,509	+19%	+$305K	0.01%	507
2020 Q2	$1.58M	Sell	39,612 -3,213	-8%	-$128K	0.01%	559
2020 Q1	$1.47M	Sell	42,825 -44,439	-51%	-$1.52M	0.01%	553
2019 Q4	$4.42M	Buy	87,264 +771	+0.9%	+$39K	0.03%	441
2019 Q3	$3.93M	Sell	86,493 -1,860	-2%	-$84.6K	0.03%	465
2019 Q2	$3.94M	Sell	88,353 -4,986	-5%	-$223K	0.03%	464
2019 Q1	$3.88M	Buy	93,339 +4,116	+5%	+$171K	0.03%	455
2018 Q4	$3.34M	Buy	89,223 +210	+0.2%	+$7.86K	0.03%	451
2018 Q3	$3.96M	Buy	89,013 +1,164	+1%	+$51.7K	0.03%	478
2018 Q2	$3.8M	Sell	87,849 -4,410	-5%	-$191K	0.03%	466
2018 Q1	$4.03M	Buy	92,259 +15,813	+21%	+$690K	0.03%	447
2017 Q4	$3.35M	Sell	76,446 -4,083	-5%	-$179K	0.03%	483
2017 Q3	$3.22M	Sell	80,529 -1,575	-2%	-$62.9K	0.03%	464
2017 Q2	$3.1M	Sell	82,104 -33,549	-29%	-$1.27M	0.03%	472
2017 Q1	$4.21M	Sell	115,653 -125,520	-52%	-$4.56M	0.04%	397
2016 Q4	$8.54M	Sell	241,173 -46,374	-16%	-$1.64M	0.08%	288
2016 Q3	$8.41M	Sell	287,547 -16,866	-6%	-$493K	0.08%	301
2016 Q2	$8.22M	Buy	+304,413	New	+$8.22M	0.08%	283