Washington Trust 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 | $8.99K | Sell |
105
-27
| -20% | -$2.31K | ﹤0.01% | 492 |
|
|
2025
Q1 | $10.4K | Hold |
132
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $10.3K | Hold |
132
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $9.38K | Hold |
132
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $8.61K | Sell |
132
-60
| -31% | -$3.91K | ﹤0.01% | 482 |
|
|
2024
Q1 | $12.7K | Hold |
192
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $11.5K | Hold |
192
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $9.9K | Hold |
192
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $10.1K | Hold |
192
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $9.66K | Sell |
192
-132
| -41% | -$6.64K | ﹤0.01% | 507 |
|
|
2022
Q4 | $17K | Hold |
324
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $15K | Hold |
324
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $16K | Hold |
324
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $19K | Hold |
324
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $21K | Buy |
+324
| New | +$21K | ﹤0.01% | 620 |
|