Atria Wealth Solutions’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	$233K	Sell	2,683 -501	-16%	-$39.7K	0.01%	1290
2025 Q1	$250K	Buy	3,184 +1	+0%	+$81	﹤0.01%	1588
2024 Q4	$248K	Buy	3,183 +342	+12%	+$26.4K	﹤0.01%	1672
2024 Q3	$202K	Buy	+2,841	New	+$195K	﹤0.01%	1790
2024 Q2	–	Sell	-4,729	Closed	-$314K	–	2002
2024 Q1	$314K	Sell	4,729 -245	-5%	-$15.2K	﹤0.01%	1530
2023 Q4	$297K	Sell	4,974 -1,788	-26%	-$96.3K	﹤0.01%	1511
2023 Q3	$349K	Sell	6,762 -504	-7%	-$27.3K	﹤0.01%	1319
2023 Q2	$383K	Sell	7,266 -6,633	-48%	-$336K	0.01%	1294
2023 Q1	$699K	Sell	13,899 -1,491	-10%	-$81.4K	0.01%	963
2022 Q4	$808K	Buy	15,390 +222	+1%	+$11.6K	0.01%	856
2022 Q3	$714K	Sell	15,168 -6,420	-30%	-$337K	0.01%	850
2022 Q2	$1.07M	Sell	21,588 -2,112	-9%	-$115K	0.02%	665
2022 Q1	$1.43M	Buy	+23,700	New	+$1.49M	0.02%	591