Avidian Wealth Enterprises’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 | $398K | Buy |
4,655
+1
| +0% | +$86 | 0.02% | 386 |
|
|
2025
Q1 | $366K | Buy |
4,654
+1
| +0% | +$79 | 0.02% | 370 |
|
|
2024
Q4 | $362K | Buy |
4,653
+1
| +0% | +$78 | 0.02% | 361 |
|
|
2024
Q3 | $330K | Buy |
4,652
+1
| +0% | +$71 | 0.02% | 380 |
|
|
2024
Q2 | $303K | Buy |
+4,651
| New | +$303K | 0.01% | 378 |
|
|
2021
Q1 | – | Sell |
-4,068
| Closed | -$203K | – | 373 |
|
|
2020
Q4 | $203K | Sell |
4,068
-4,080
| -50% | -$204K | 0.02% | 297 |
|
|
2020
Q3 | $331K | Buy |
8,148
+2,124
| +35% | +$86.3K | 0.04% | 204 |
|
|
2020
Q2 | $240K | Buy |
+6,024
| New | +$240K | 0.03% | 225 |
|