Venturi Wealth Management’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
Q1 | – | Sell |
-66
| Closed | -$5.14K | – | 1230 |
|
|
2024
Q4 | $5.14K | Hold |
66
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q3 | $4.69K | Hold |
66
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q2 | $4.3K | Hold |
66
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q1 | $4.38K | Hold |
66
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q4 | $3.94K | Hold |
66
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q3 | $3.4K | Hold |
66
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q2 | $3.48K | Hold |
66
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $3.32K | Buy |
+66
| New | +$3.32K | ﹤0.01% | 911 |
|
|
2020
Q4 | – | Sell |
-17,271
| Closed | -$702K | – | 319 |
|
|
2020
Q3 | $702K | Buy |
+17,271
| New | +$702K | 0.08% | 161 |
|