Allworth Financial’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	$20.3K	Hold	237	–	–	﹤0.01%	2503
2025 Q1	$18.2K	Hold	237	–	–	﹤0.01%	2133
2024 Q4	$19.4K	Buy	237 +6	+3%	+$492	﹤0.01%	2121
2024 Q3	$16.4K	Sell	231 -1	-0.4%	-$71	﹤0.01%	2028
2024 Q2	$15.8K	Hold	232	–	–	﹤0.01%	2019
2024 Q1	$15.4K	Buy	232 +1	+0.4%	+$66	﹤0.01%	1910
2023 Q4	$13.9K	Hold	231	–	–	﹤0.01%	1853
2023 Q3	$12K	Hold	231	–	–	﹤0.01%	1778
2023 Q2	$12.2K	Hold	231	–	–	﹤0.01%	1796
2023 Q1	$11.6K	Hold	231	–	–	﹤0.01%	1740
2022 Q4	$12.1K	Hold	231	–	–	﹤0.01%	1628
2022 Q3	$11K	Hold	231	–	–	﹤0.01%	1614
2022 Q2	$11K	Hold	231	–	–	﹤0.01%	1532
2022 Q1	$14K	Hold	231	–	–	﹤0.01%	1375
2021 Q4	$15K	Hold	231	–	–	﹤0.01%	1233
2021 Q3	$14K	Hold	231	–	–	﹤0.01%	1154
2021 Q2	$14K	Hold	231	–	–	﹤0.01%	942
2021 Q1	$13K	Hold	231	–	–	﹤0.01%	906
2020 Q4	$12K	Hold	231	–	–	﹤0.01%	790
2020 Q3	$9K	Hold	231	–	–	﹤0.01%	734
2020 Q2	$9K	Hold	231	–	–	﹤0.01%	747
2020 Q1	$8K	Hold	231	–	–	﹤0.01%	753
2019 Q4	$12K	Hold	231	–	–	﹤0.01%	611
2019 Q3	$11K	Hold	231	–	–	﹤0.01%	562
2019 Q2	$10K	Hold	231	–	–	﹤0.01%	587
2019 Q1	$10K	Hold	231	–	–	﹤0.01%	571
2018 Q4	$9K	Hold	231	–	–	﹤0.01%	536
2018 Q3	$10K	Hold	231	–	–	﹤0.01%	558
2018 Q2	$10K	Hold	231	–	–	﹤0.01%	527
2018 Q1	$10K	Hold	231	–	–	﹤0.01%	485
2017 Q4	$10K	Hold	231	–	–	﹤0.01%	470
2017 Q3	$9K	Hold	231	–	–	﹤0.01%	484
2017 Q2	$9K	Hold	231	–	–	﹤0.01%	491
2017 Q1	$8K	Hold	231	–	–	﹤0.01%	473
2016 Q4	$8K	Buy	+231	New	+$8K	﹤0.01%	421