Diversified Enterprises’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
$2.72M Sell
31,801
-113
-0.4% -$9.67K 0.2% 50
2025
Q1
$2.51M Sell
31,914
-198
-0.6% -$15.6K 0.21% 54
2024
Q4
$2.5M Sell
32,112
-648
-2% -$50.4K 0.24% 38
2024
Q3
$2.33M Buy
+32,760
New +$2.33M 0.26% 37