Client 1st Advisory 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
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$241K Sell
2021
Q3
$241K Sell
2021
Q2
$242K Sell
2021
Q1
$585K Sell
2020
Q4
$620K Sell
2020
Q3
$1.02M Buy
2020
Q2
$722K Buy