CX Institutional’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	$81K	Buy	+950	New	+$81K	﹤0.01%	793
2024 Q3	–	Sell	-3,412	Closed	-$223K	–	578
2024 Q2	$223K	Buy	+3,412	New	+$223K	0.01%	515
2023 Q3	–	Sell	-3,972	Closed	-$209K	–	518
2023 Q2	$209K	Buy	+3,972	New	+$209K	0.01%	498