Bernard 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
2025 Q2	$3.82M	Buy	44,626 +9,302	+26%	+$796K	1.77%	16
2025 Q1	$2.77M	Sell	35,324 -37	-0.1%	-$2.91K	1.35%	19
2024 Q4	$2.75M	Buy	+35,361	New	+$2.75M	1.29%	19