Capital Advisors Ltd’s iShares US Financial Services ETF IYG Stock Holding History

Capital Advisors Ltd’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$23K	Buy
2025 Q2	$22K	Hold
2025 Q1	$20K	Buy
2024 Q4	$10K	Buy