Allium Financial 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	$380K	Hold	4,444	–	–	0.28%	50
2025 Q1	$349K	Buy	+4,444	New	+$349K	0.32%	50