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Copperleaf Capital’s iShares US Financial Services ETF IYG Stock Holding History

Copperleaf Capital’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23,934
Closed -$1.2M – 61
2020
Q4 		$1.2M Buy
+23,934
New +$1.2M 1.02% 30