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
2026 Q1	$244K	Sell	2,947 -3,354	-53%	-$294K	0.08%	64
2025 Q4	$581K	Buy	6,301 +686	+12%	+$61.2K	0.18%	47
2025 Q3	$503K	Sell	5,615 -445	-7%	-$39.1K	0.18%	37
2025 Q2	$519K	Buy	6,060 +213	+4%	+$16.9K	0.19%	32
2025 Q1	$459K	Buy	5,847 +76	+1%	+$6.12K	0.19%	32
2024 Q4	$449K	Sell	5,771 -237	-4%	-$18.3K	0.2%	31
2024 Q3	$427K	Sell	6,008 -979	-14%	-$67.3K	0.19%	29
2024 Q2	$456K	Sell	6,987 -8,423	-55%	-$547K	0.22%	31
2024 Q1	$1.02M	Sell	15,410 -1,105	-7%	-$68.6K	0.49%	30
2023 Q4	$987K	Buy	16,515 +7,863	+91%	+$423K	0.53%	30
2023 Q3	$446K	Sell	8,652 -630	-7%	-$34.1K	0.24%	41
2023 Q2	$489K	Buy	9,282 +96	+1%	+$4.87K	0.24%	42
2023 Q1	$462K	Buy	9,186 +1,389	+18%	+$75.8K	0.25%	42
2022 Q4	$409K	Sell	7,797 -186	-2%	-$9.75K	0.24%	50
2022 Q3	$376K	Buy	+7,983	New	+$419K	0.24%	49