AllSquare Wealth Management’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	$206K	Hold	2,406	–	–	0.12%	107
2025 Q1	$189K	Hold	2,406	–	–	0.11%	108
2024 Q4	$187K	Hold	2,406	–	–	0.11%	110
2024 Q3	$171K	Hold	2,406	–	–	0.1%	118
2024 Q2	$157K	Hold	2,406	–	–	0.09%	119
2024 Q1	$160K	Hold	2,406	–	–	0.09%	119
2023 Q4	$144K	Hold	2,406	–	–	0.09%	119
2023 Q3	$124K	Hold	2,406	–	–	0.08%	123
2023 Q2	$121K	Hold	2,406	–	–	0.08%	121
2023 Q1	$121K	Hold	2,406	–	–	0.08%	123
2022 Q4	$126K	Hold	2,406	–	–	0.09%	117
2022 Q3	$113K	Hold	2,406	–	–	0.08%	117
2022 Q2	$119K	Hold	2,406	–	–	0.08%	119
2022 Q1	$145K	Hold	2,406	–	–	0.09%	116
2021 Q4	$155K	Hold	2,406	–	–	0.09%	112
2021 Q3	$151K	Hold	2,406	–	–	0.09%	115
2021 Q2	$149K	Hold	2,406	–	–	0.09%	122
2021 Q1	$137K	Hold	2,406	–	–	0.08%	123
2020 Q4	$120K	Hold	2,406	–	–	0.08%	122
2020 Q3	$98K	Hold	2,406	–	–	0.07%	127
2020 Q2	$96K	Hold	2,406	–	–	0.07%	127
2020 Q1	$82K	Hold	2,406	–	–	0.07%	126
2019 Q4	$122K	Hold	2,406	–	–	0.09%	112
2019 Q3	$109K	Hold	2,406	–	–	0.08%	120
2019 Q2	$107K	Hold	2,406	–	–	0.08%	119
2019 Q1	$100K	Hold	2,406	–	–	0.08%	127
2018 Q4	$90K	Hold	2,406	–	–	0.07%	123
2018 Q3	$107K	Buy	2,406 +243	+11%	+$10.8K	0.08%	116
2018 Q2	$93K	Hold	2,163	–	–	0.07%	125
2018 Q1	$94K	Hold	2,163	–	–	0.07%	110
2017 Q4	$94K	Hold	2,163	–	–	0.07%	107
2017 Q3	$86K	Buy	+2,163	New	+$86K	0.07%	106