Buckingham Strategic Wealth’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
2024
Q2
$239K Hold
3,663
﹤0.01% 659
2024
Q1
$243K Sell
3,663
-216
-6% -$14.3K ﹤0.01% 651
2023
Q4
$232K Buy
+3,879
New +$232K ﹤0.01% 646