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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22K Hold
251
– – ﹤0.01% 609
2025
Q1 		$20K Buy
251
+126
+101% +$10K ﹤0.01% 610
2024
Q4 		$10K Buy
+125
New +$10K ﹤0.01% 783