Focus Financial Network’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Buy	23,235 +1,061	+5%	+$93.1K	0.07%	235
2026 Q1	$1.84M	Sell	22,174 -365	-2%	-$32K	0.07%	227
2025 Q4	$2.08M	Buy	22,539 +420	+2%	+$37.5K	0.07%	207
2025 Q3	$1.98M	Sell	22,119 -11,390	-34%	-$1M	0.07%	206
2025 Q2	$2.87M	Buy	33,509 +2,985	+10%	+$237K	0.11%	149
2025 Q1	$2.4M	Buy	30,524 +13,084	+75%	+$1.05M	0.1%	159
2024 Q4	$1.36M	Sell	17,440 -494	-3%	-$38.1K	0.05%	235
2024 Q3	$1.27M	Buy	17,934 +104	+0.6%	+$7.15K	0.05%	244
2024 Q2	$1.24M	Sell	17,830 -37	-0.2%	-$2.4K	0.05%	240
2024 Q1	$1.12M	Sell	17,867 -193	-1%	-$12K	0.05%	237
2023 Q4	$1.08M	Buy	18,060 +54	+0.3%	+$2.91K	0.04%	304
2023 Q3	$933K	Sell	18,006 -999	-5%	-$54K	0.05%	244
2023 Q2	$1M	Buy	19,005 +108	+0.6%	+$5.47K	0.06%	237
2023 Q1	$951K	Sell	18,897 -267	-1%	-$14.6K	0.06%	240
2022 Q4	$1.01M	Sell	19,164 -1,989	-9%	-$104K	0.08%	184
2022 Q3	$996K	Sell	21,153 -2,031	-9%	-$107K	0.09%	178
2022 Q2	$1.15M	Buy	23,184 +186	+0.8%	+$10.1K	0.09%	170
2022 Q1	$1.38M	Buy	+22,998	New	+$1.45M	0.1%	163
2021 Q1	–	Sell	-24,006	Closed	-$1.2M	–	460
2020 Q4	$1.2M	Sell	24,006 -9,174	-28%	-$414K	0.11%	161
2020 Q3	$1.35M	Buy	33,180 +8,940	+37%	+$369K	0.13%	151
2020 Q2	$965K	Buy	24,240 +11,664	+93%	+$448K	0.11%	165
2020 Q1	$430K	Buy	12,576 +1,272	+11%	+$58.1K	0.06%	239
2019 Q4	$572K	Sell	11,304 -36	-0.3%	-$1.73K	0.07%	227
2019 Q3	$516K	Buy	11,340 +474	+4%	+$21.4K	0.07%	220
2019 Q2	$485K	Buy	10,866 +498	+5%	+$21.8K	0.07%	221
2019 Q1	$431K	Buy	+10,368	New	+$430K	0.07%	224

Other funds holding IYG