Cassady Schiller Wealth Management’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
Q4 | $46.7K | Hold |
600
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $42.6K | Hold |
600
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $39.1K | Hold |
600
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $39.8K | Hold |
600
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $35.8K | Hold |
600
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $30.9K | Hold |
600
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $31.6K | Hold |
600
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $30.2K | Hold |
600
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $31.5K | Buy |
+600
| New | +$31.5K | 0.02% | 231 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$39K | – | 353 |
|
|
2021
Q4 | $39K | Buy |
+600
| New | +$39K | 0.02% | 222 |
|