Financial Architects (New Jersey)’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
2023 Q2	$237K	Hold	4,500	–	–	0.04%	293
2023 Q1	$226K	Hold	4,500	–	–	0.04%	296
2022 Q4	$236K	Hold	4,500	–	–	0.04%	296
2022 Q3	$212K	Buy	+4,500	New	+$212K	0.04%	296
2022 Q2	–	Sell	-4,500	Closed	-$270K	–	148
2022 Q1	$270K	Hold	4,500	–	–	0.04%	283
2021 Q4	$290K	Hold	4,500	–	–	0.04%	272
2021 Q3	$282K	Hold	4,500	–	–	0.04%	271
2021 Q2	$278K	Hold	4,500	–	–	0.04%	283
2021 Q1	$257K	Hold	4,500	–	–	0.04%	275
2020 Q4	$225K	Buy	+4,500	New	+$225K	0.04%	272
2020 Q3	–	Sell	-4,500	Closed	-$179K	–	519
2020 Q2	$179K	Hold	4,500	–	–	0.04%	260
2020 Q1	$154K	Hold	4,500	–	–	0.04%	254
2019 Q4	$228K	Hold	4,500	–	–	0.05%	228
2019 Q3	$205K	Hold	4,500	–	–	0.05%	226
2019 Q2	$201K	Hold	4,500	–	–	0.04%	238
2019 Q1	$187K	Hold	4,500	–	–	0.03%	288
2018 Q4	$168K	Hold	4,500	–	–	0.03%	274
2018 Q3	$200K	Hold	4,500	–	–	0.03%	279
2018 Q2	$194K	Hold	4,500	–	–	0.03%	278
2018 Q1	$196K	Hold	4,500	–	–	0.04%	285
2017 Q4	$196K	Hold	4,500	–	–	0.03%	301
2017 Q3	$180K	Hold	4,500	–	–	0.03%	323
2017 Q2	$170K	Hold	4,500	–	–	0.03%	325
2017 Q1	$164K	Hold	4,500	–	–	0.03%	318
2016 Q4	$159K	Hold	4,500	–	–	0.04%	291
2016 Q3	$132K	Hold	4,500	–	–	0.04%	327
2016 Q2	$121K	Hold	4,500	–	–	0.03%	330
2016 Q1	$122K	Buy	+4,500	New	+$122K	0.04%	242
2015 Q3	–	Sell	-4,500	Closed	-$141K	–	553
2015 Q2	$141K	Hold	4,500	–	–	0.05%	241
2015 Q1	$134K	Buy	+4,500	New	+$134K	0.05%	245