Annex Advisory Services’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
2022
Q1
Sell
-1,789,143
Closed -$115M 258
2021
Q4
$115M Sell
1,789,143
-41,499
-2% -$2.67M 7.89% 4
2021
Q3
$115M Buy
1,830,642
+283,377
+18% +$17.8M 9.39% 2
2021
Q2
$95.5M Buy
+1,547,265
New +$95.5M 7.74% 4