Cottonwood Capital Advisors’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 | $1.12M | Buy |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $980K | Sell |
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|
2024
Q4 | $985K | Sell |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $917K | Sell |
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|
2023
Q3 | $928K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $948K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.65M | Buy |
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