Chicago Partners Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$333K	Buy	3,786 +255	+7%	+$22.4K	0.01%	1087
2025 Q4	$317K	Buy	3,531 +15	+0.4%	+$1.34K	0.01%	1000
2025 Q3	$312K	Buy	3,516 +2	+0.1%	+$176	0.01%	926
2025 Q2	$309K	Buy	3,514 +2	+0.1%	+$159	0.01%	818
2025 Q1	$277K	Buy	3,512 +237	+7%	+$19.1K	0.01%	720
2024 Q4	$256K	Buy	3,275 +2	+0.1%	+$154	0.01%	722
2024 Q3	$243K	Buy	3,273 +2	+0.1%	+$137	0.01%	693
2024 Q2	$228K	Buy	3,271 +2	+0.1%	+$130	0.01%	685
2024 Q1	$212K	Buy	+3,269	New	+$203K	0.01%	681
2022 Q1	–	Sell	-3,249	Closed	-$211K	–	588
2021 Q4	$211K	Buy	3,249 +237	+8%	+$15.4K	0.02%	517
2021 Q3	$201K	Buy	+3,012	New	+$189K	0.01%	551