Consolidated Capital Management’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
2025
Q3
$503K Sell
2025
Q2
$519K Buy
2025
Q1
$459K Buy
2024
Q4
$449K Sell
2024
Q3
$427K Sell
2024
Q2
$456K Sell
2024
Q1
$1.02M Sell
2023
Q4
$987K Buy
2023
Q3
$446K Sell
2023
Q2
$489K Buy
2023
Q1
$462K Buy
2022
Q4
$409K Sell
2022
Q3
$376K Buy