Executive Wealth Management’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
2019
Q3
Sell
-198
Closed -$9K 470
2019
Q2
$9K Sell
198
-42
-18% -$1.91K ﹤0.01% 627
2019
Q1
$10K Sell
240
-28,476
-99% -$1.19M ﹤0.01% 555
2018
Q4
$1.08M Buy
+28,716
New +$1.08M 0.19% 71