William Blair & Company’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 | $195K | Hold |
2,282
| – | – | ﹤0.01% | 1426 |
|
|
2025
Q1 | $179K | Buy |
2,282
+27
| +1% | +$2.12K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $175K | Sell |
2,255
-72
| -3% | -$5.6K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $165K | Buy |
2,327
+74
| +3% | +$5.26K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $147K | Buy |
2,253
+395
| +21% | +$25.8K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $123K | Buy |
1,858
+1
| +0.1% | +$66 | ﹤0.01% | 1485 |
|
|
2023
Q4 | $111K | Buy |
1,857
+6
| +0.3% | +$358 | ﹤0.01% | 1489 |
|
|
2023
Q3 | $95.4K | Hold |
1,851
| – | – | ﹤0.01% | 1507 |
|
|
2023
Q2 | $97.4K | Buy |
1,851
+3
| +0.2% | +$158 | ﹤0.01% | 1519 |
|
|
2023
Q1 | $93K | Sell |
1,848
-459
| -20% | -$23.1K | ﹤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% | +$141 | ﹤0.01% | 1497 |
|
|
2022
Q2 | $114K | Buy |
2,301
+3
| +0.1% | +$149 | ﹤0.01% | 1519 |
|
|
2022
Q1 | $138K | Sell |
2,298
-30
| -1% | -$1.8K | ﹤0.01% | 1591 |
|
|
2021
Q4 | $150K | Buy |
2,328
+3
| +0.1% | +$193 | ﹤0.01% | 1632 |
|
|
2021
Q3 | $146K | Buy |
2,325
+1,215
| +109% | +$76.3K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $69K | Buy |
1,110
+549
| +98% | +$34.1K | ﹤0.01% | 1650 |
|
|
2021
Q1 | $32K | Sell |
561
-480
| -46% | -$27.4K | ﹤0.01% | 1711 |
|
|
2020
Q4 | $52K | Hold |
1,041
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q3 | $42K | Buy |
+1,041
| New | +$42K | ﹤0.01% | 1519 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2K | – | 1711 |
|
|
2019
Q4 | $2K | Buy |
36
+3
| +9% | +$167 | ﹤0.01% | 1701 |
|
|
2019
Q3 | $2K | Sell |
33
-189
| -85% | -$11.5K | ﹤0.01% | 1669 |
|
|
2019
Q2 | $10K | Hold |
222
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q1 | $9K | Hold |
222
| – | – | ﹤0.01% | 1626 |
|
|
2018
Q4 | $8K | Hold |
222
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q3 | $10K | Hold |
222
| – | – | ﹤0.01% | 1558 |
|
|
2018
Q2 | $10K | Buy |
222
+189
| +573% | +$8.51K | ﹤0.01% | 1523 |
|
|
2018
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1488 |
|