Asset Dedication LLC’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $192K | Hold |
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|
2023
Q3 | $166K | Hold |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $193K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $158K | Buy |
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