Avidian Wealth Enterprises’s iShares US Financial Services ETF IYG Stock Holding History

Avidian Wealth Enterprises’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	$398K	Buy
2025 Q1	$366K	Buy
2024 Q4	$362K	Buy
2024 Q3	$330K	Buy
2024 Q2	$303K	Buy
2021 Q1	–	Sell
2020 Q4	$203K	Sell
2020 Q3	$331K	Buy
2020 Q2	$240K	Buy