BWM
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Birchcreek Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,641
Closed -$396K 199
2020
Q4
$396K Buy
+2,641
New +$396K 0.39% 60