Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $208K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $44K | Hold |
|
|||||
|
2020
Q4 | $39K | Hold |
|
|||||
|
2020
Q3 | $32K | Sell |
|
|||||
|
2020
Q2 | $130K | Hold |
|
|||||
|
2020
Q1 | $126K | Hold |
|
|||||
|
2019
Q4 | $166K | Hold |
|
|||||
|
2019
Q3 | $149K | Hold |
|
|||||
|
2019
Q2 | $146K | Hold |
|
|||||
|
2019
Q1 | $136K | Hold |
|
|||||
|
2018
Q4 | $122K | Buy |
|
|||||
|
2018
Q3 | $112K | Hold |
|
|||||
|
2018
Q2 | $120K | Hold |
|
|||||
|
2018
Q1 | $117K | Buy |
|
|||||
|
2017
Q4 | $109K | Hold |
|
|||||
|
2017
Q3 | $100K | Buy |
|