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

Curi RMB 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
2025
Q2 		$337K Buy
3,938
+1,148
+41% +$98.3K 0.01% 568
2025
Q1 		$219K Hold
2,790
– – 0.01% 462
2024
Q4 		$217K Buy
+2,790
New +$217K 0.01% 503