CWMK
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Caliber Wealth Management (Kansas)’s iShares US Financial Services ETF IYG Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
16,501
-41
-0.2% -$3.51K 0.15% 124
2025
Q1 		$1.3M Buy
+16,542
New +$1.3M 0.18% 118