Wedbush Securities’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 | $647K | Sell |
7,557
-1,086
| -13% | -$93K | 0.02% | 544 |
|
|
2025
Q1 | $679K | Sell |
8,643
-658
| -7% | -$51.7K | 0.02% | 508 |
|
|
2024
Q4 | $724K | Sell |
9,301
-1,754
| -16% | -$137K | 0.03% | 475 |
|
|
2024
Q3 | $785K | Buy |
11,055
+283
| +3% | +$20.1K | 0.03% | 443 |
|
|
2024
Q2 | $702K | Buy |
10,772
+755
| +8% | +$49.2K | 0.03% | 485 |
|
|
2024
Q1 | $664K | Buy |
10,017
+699
| +8% | +$46.3K | 0.02% | 532 |
|
|
2023
Q4 | $557K | Sell |
9,318
-228
| -2% | -$13.6K | 0.02% | 518 |
|
|
2023
Q3 | $492K | Buy |
9,546
+717
| +8% | +$37K | 0.02% | 535 |
|
|
2023
Q2 | $465K | Buy |
8,829
+3,615
| +69% | +$190K | 0.02% | 566 |
|
|
2023
Q1 | $262K | Sell |
5,214
-4,032
| -44% | -$203K | 0.01% | 810 |
|
|
2022
Q4 | $485K | Buy |
9,246
+840
| +10% | +$44.1K | 0.03% | 529 |
|
|
2022
Q3 | $396K | Buy |
8,406
+1,113
| +15% | +$52.4K | 0.02% | 604 |
|
|
2022
Q2 | $360K | Buy |
7,293
+1,440
| +25% | +$71.1K | 0.02% | 668 |
|
|
2022
Q1 | $352K | Sell |
5,853
-672
| -10% | -$40.4K | 0.02% | 734 |
|
|
2021
Q4 | $420K | Buy |
6,525
+18
| +0.3% | +$1.16K | 0.02% | 711 |
|
|
2021
Q3 | $408K | Buy |
6,507
+99
| +2% | +$6.21K | 0.02% | 694 |
|
|
2021
Q2 | $396K | Buy |
6,408
+99
| +2% | +$6.12K | 0.02% | 721 |
|
|
2021
Q1 | $360K | Buy |
6,309
+1,212
| +24% | +$69.2K | 0.02% | 721 |
|
|
2020
Q4 | $255K | Sell |
5,097
-72
| -1% | -$3.6K | 0.02% | 707 |
|
|
2020
Q3 | $210K | Sell |
5,169
-900
| -15% | -$36.6K | 0.02% | 754 |
|
|
2020
Q2 | $242K | Buy |
+6,069
| New | +$242K | 0.02% | 688 |
|
|
2020
Q1 | – | Sell |
-4,485
| Closed | -$227K | – | 945 |
|
|
2019
Q4 | $227K | Buy |
+4,485
| New | +$227K | 0.02% | 808 |
|
|
2013
Q4 | – | Sell |
-18,111
| Closed | -$447K | – | 608 |
|
|
2013
Q3 | $447K | Buy |
18,111
+3,180
| +21% | +$78.5K | 0.12% | 205 |
|
|
2013
Q2 | $356K | Buy |
+14,931
| New | +$356K | 0.1% | 252 |
|