EverSource Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-232
| Closed | -$18.2K | – | 4303 |
|
|
2025
Q1 | $18.2K | Hold |
232
| – | – | ﹤0.01% | 1737 |
|
|
2024
Q4 | $18.1K | Buy |
+232
| New | +$18.1K | ﹤0.01% | 1686 |
|
|
2024
Q2 | – | Sell |
-213
| Closed | -$13.5K | – | 3106 |
|
|
2024
Q1 | $13.5K | Buy |
+213
| New | +$13.5K | ﹤0.01% | 1548 |
|