William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $189K | Hold |
2,282
| – | – | ﹤0.01% | 1500 |
|
|
2025
Q4 | $211K | Hold |
2,282
| – | – | ﹤0.01% | 1445 |
|
|
2025
Q3 | $205K | Hold |
2,282
| – | – | ﹤0.01% | 1458 |
|
|
2025
Q2 | $195K | Hold |
2,282
| – | – | ﹤0.01% | 1426 |
|
|
2025
Q1 | $179K | Buy |
2,282
+27
| +1% | +$2.17K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $175K | Sell |
2,255
-72
| -3% | -$5.55K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $165K | Buy |
2,327
+74
| +3% | +$5.08K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $147K | Buy |
2,253
+395
| +21% | +$25.7K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $123K | Buy |
1,858
+1
| +0.1% | +$62 | ﹤0.01% | 1485 |
|
|
2023
Q4 | $111K | Buy |
1,857
+6
| +0.3% | +$323 | ﹤0.01% | 1489 |
|
|
2023
Q3 | $95.4K | Hold |
1,851
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q2 | $97.4K | Buy |
1,851
+3
| +0.2% | +$152 | ﹤0.01% | 1519 |
|
|
2023
Q1 | $93K | Sell |
1,848
-459
| -20% | -$25K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $121K | Buy |
2,307
+3
| +0.1% | +$157 | ﹤0.01% | 1459 |
|
|
2022
Q3 | $108K | Buy |
2,304
+3
| +0.1% | +$157 | ﹤0.01% | 1497 |
|
|
2022
Q2 | $114K | Buy |
2,301
+3
| +0.1% | +$163 | ﹤0.01% | 1519 |
|
|
2022
Q1 | $138K | Sell |
2,298
-30
| -1% | -$1.89K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $150K | Buy |
2,328
+3
| +0.1% | +$196 | ﹤0.01% | 1632 |
|
|
2021
Q3 | $146K | Buy |
2,325
+1,215
| +109% | +$76.2K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $69K | Buy |
1,110
+549
| +98% | +$33.5K | ﹤0.01% | 1650 |
|
|
2021
Q1 | $32K | Sell |
561
-480
| -46% | -$26K | ﹤0.01% | 1711 |
|
|
2020
Q4 | $52K | Hold |
1,041
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q3 | $42K | Buy |
+1,041
| New | +$42.9K | ﹤0.01% | 1519 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1711 |
|
|
2019
Q4 | $2K | Buy |
36
+3
| +9% | +$144 | ﹤0.01% | 1702 |
|
|
2019
Q3 | $2K | Sell |
33
-189
| -85% | -$8.52K | ﹤0.01% | 1670 |
|
|
2019
Q2 | $10K | Hold |
222
| – | – | ﹤0.01% | 1645 |
|
|
2019
Q1 | $9K | Hold |
222
| – | – | ﹤0.01% | 1628 |
|
|
2018
Q4 | $8K | Hold |
222
| – | – | ﹤0.01% | 1582 |
|
|
2018
Q3 | $10K | Hold |
222
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q2 | $10K | Buy |
222
+189
| +573% | +$8.38K | ﹤0.01% | 1537 |
|
|
2018
Q1 | $1K | Buy |
+33
| New | +$1.5K | ﹤0.01% | 1502 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
