Cordatus Wealth Management’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	$707K	Hold	8,256	–	–	0.17%	95
2025 Q1	$649K	Hold	8,256	–	–	0.18%	89
2024 Q4	$642K	Hold	8,256	–	–	0.17%	89
2024 Q3	$586K	Hold	8,256	–	–	0.21%	75
2024 Q2	$538K	Buy	+8,256	New	+$538K	0.2%	77
2023 Q3	–	Sell	-8,256	Closed	-$435K	–	101
2023 Q2	$435K	Buy	+8,256	New	+$435K	0.16%	101
2022 Q4	–	Sell	-8,256	Closed	-$389K	–	74
2022 Q3	$389K	Hold	8,256	–	–	0.41%	49
2022 Q2	$408K	Hold	8,256	–	–	0.19%	118
2022 Q1	$496K	Hold	8,256	–	–	0.17%	132
2021 Q4	$531K	Buy	+8,256	New	+$531K	0.16%	129
2021 Q1	$471K	Hold	8,256	–	–	0.18%	130
2020 Q4	$413K	Hold	8,256	–	–	0.17%	118
2020 Q3	$336K	Hold	8,256	–	–	0.16%	117
2020 Q2	$329K	Hold	8,256	–	–	0.18%	104
2020 Q1	$283K	Hold	8,256	–	–	0.2%	86
2019 Q4	$418K	Hold	8,256	–	–	0.21%	108
2019 Q3	$375K	Hold	8,256	–	–	0.2%	107
2019 Q2	$368K	Hold	8,256	–	–	0.22%	101
2019 Q1	$343K	Hold	8,256	–	–	0.19%	107
2018 Q4	$309K	Buy	+8,256	New	+$309K	0.22%	93