Apollon 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 | $234K | Buy |
2,731
+150
| +6% | +$12.8K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $203K | Buy |
+2,581
| New | +$203K | ﹤0.01% | 1099 |
|
|
2024
Q1 | – | Sell |
-3,597
| Closed | -$215K | – | 1138 |
|
|
2023
Q4 | $215K | Buy |
+3,597
| New | +$215K | 0.01% | 975 |
|
|
2022
Q2 | – | Sell |
-3,375
| Closed | -$203K | – | 777 |
|
|
2022
Q1 | $203K | Hold |
3,375
| – | – | 0.01% | 690 |
|
|
2021
Q4 | $217K | Buy |
+3,375
| New | +$217K | 0.02% | 681 |
|