Comprehensive Financial Planning’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
2025
Q2
$55.2K Buy
645
+2
+0.3% +$171 0.04% 149
2025
Q1
$50.5K Buy
643
+2
+0.3% +$157 0.05% 138
2024
Q4
$49.9K Buy
+641
New +$49.9K 0.04% 157