Frazier Financial Advisors’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 | $29K | Hold |
339
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $26.6K | Hold |
339
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $26.4K | Sell |
339
-150
| -31% | -$11.7K | 0.02% | 210 |
|
|
2024
Q3 | $34.7K | Hold |
489
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $31.9K | Hold |
489
| – | – | 0.03% | 216 |
|
|
2024
Q1 | $32.4K | Hold |
489
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $29.2K | Buy |
+489
| New | +$29.2K | 0.03% | 185 |
|