Valeo Financial Advisors’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 | $280K | Buy |
+3,273
| New | +$280K | 0.01% | 597 |
|
|
2022
Q2 | – | Sell |
-3,465
| Closed | -$208K | – | 539 |
|
|
2022
Q1 | $208K | Buy |
+3,465
| New | +$208K | 0.01% | 514 |
|
|
2021
Q2 | – | Sell |
-777
| Closed | -$44K | – | 1094 |
|
|
2021
Q1 | $44K | Hold |
777
| – | – | ﹤0.01% | 879 |
|
|
2020
Q4 | $39K | Hold |
777
| – | – | ﹤0.01% | 841 |
|
|
2020
Q3 | $32K | Sell |
777
-2,496
| -76% | -$103K | ﹤0.01% | 762 |
|
|
2020
Q2 | $130K | Hold |
3,273
| – | – | 0.01% | 407 |
|
|
2020
Q1 | $126K | Hold |
3,273
| – | – | 0.01% | 368 |
|
|
2019
Q4 | $166K | Hold |
3,273
| – | – | 0.02% | 352 |
|
|
2019
Q3 | $149K | Hold |
3,273
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $146K | Hold |
3,273
| – | – | 0.02% | 354 |
|
|
2019
Q1 | $136K | Hold |
3,273
| – | – | 0.02% | 354 |
|
|
2018
Q4 | $122K | Buy |
3,273
+600
| +22% | +$22.4K | 0.02% | 342 |
|
|
2018
Q3 | $112K | Hold |
2,673
| – | – | 0.02% | 379 |
|
|
2018
Q2 | $120K | Hold |
2,673
| – | – | 0.02% | 370 |
|
|
2018
Q1 | $117K | Buy |
2,673
+177
| +7% | +$7.75K | 0.02% | 335 |
|
|
2017
Q4 | $109K | Hold |
2,496
| – | – | 0.02% | 330 |
|
|
2017
Q3 | $100K | Buy |
+2,496
| New | +$100K | 0.02% | 288 |
|