Y.D. More Investments’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 | $85K | Buy |
1,000
+350
| +54% | +$29.8K | 0.01% | 272 |
|
|
2025
Q1 | $50.8K | Buy |
650
+300
| +86% | +$23.4K | ﹤0.01% | 304 |
|
|
2024
Q4 | $27K | Hold |
350
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $24.6K | Hold |
350
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $22.6K | Sell |
350
-250
| -42% | -$16.2K | ﹤0.01% | 338 |
|
|
2024
Q1 | $39.4K | Sell |
600
-156
| -21% | -$10.2K | 0.01% | 254 |
|
|
2023
Q4 | $44.8K | Buy |
756
+156
| +26% | +$9.24K | 0.01% | 249 |
|
|
2023
Q3 | $30.6K | Hold |
600
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $31.4K | Hold |
600
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $29.9K | Buy |
600
+270
| +82% | +$13.5K | 0.01% | 253 |
|
|
2022
Q4 | $17.2K | Buy |
+330
| New | +$17.2K | ﹤0.01% | 318 |
|