Aptus Capital Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Aptus Capital Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy
2025 Q1	$164K	Sell
2024 Q4	$170K	Buy
2024 Q3	$38K	Hold
2024 Q2	$34.9K	Hold
2024 Q1	$35.5K	Buy
2023 Q2	–	Sell
2023 Q1	$1.66K	Sell
2022 Q4	$13.5K	Hold
2022 Q3	$12K	Buy