Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.9K | Hold |
253
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $16.5K | Sell |
253
-1
| -0.4% | -$65 | 0.01% | 151 |
|
|
2024
Q1 | $16.8K | Sell |
254
-16
| -6% | -$1.06K | 0.01% | 155 |
|
|
2023
Q4 | $16.1K | Buy |
270
+3
| +1% | +$179 | 0.01% | 148 |
|
|
2023
Q3 | $13.7K | Hold |
267
| – | – | 0.01% | 148 |
|
|
2023
Q2 | $14.1K | Sell |
267
-3
| -1% | -$159 | 0.01% | 154 |
|
|
2023
Q1 | $13.6K | Sell |
270
-105
| -28% | -$5.29K | 0.01% | 152 |
|
|
2022
Q4 | $19.6K | Buy |
375
+6
| +2% | +$314 | 0.02% | 143 |
|
|
2022
Q3 | $17K | Hold |
369
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $18K | Sell |
369
-402
| -52% | -$19.6K | 0.02% | 136 |
|
|
2022
Q1 | $46K | Sell |
771
-420
| -35% | -$25.1K | 0.04% | 123 |
|
|
2021
Q4 | $77K | Buy |
+1,191
| New | +$77K | 0.06% | 112 |
|