Beta Wealth Group’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
2022 Q3	–	Sell	-10,569	Closed	-$522K	–	95
2022 Q2	$522K	Sell	10,569 -1,836	-15%	-$90.7K	0.35%	47
2022 Q1	$746K	Buy	+12,405	New	+$746K	0.5%	43