Global Retirement Partners’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
2025 Q4	$2.21K	Hold	24	–	–	﹤0.01%	3697
2025 Q3	$2.15K	Hold	24	–	–	﹤0.01%	3307
2025 Q2	$2.05K	Buy	+24	New	+$1.9K	﹤0.01%	3234
2024 Q4	$1.87K	Hold	24	–	–	﹤0.01%	3098
2024 Q3	$1.7K	Hold	24	–	–	﹤0.01%	2989
2024 Q2	$1.56K	Hold	24	–	–	﹤0.01%	3052
2024 Q1	$1.59K	Hold	24	–	–	﹤0.01%	2830
2023 Q4	$1.41K	Buy	+24	New	+$1.29K	﹤0.01%	2794
2023 Q1	–	Sell	-153	Closed	-$8.03K	–	3282
2022 Q4	$8.03K	Hold	153	–	–	﹤0.01%	1860
2022 Q3	$8K	Buy	153 +3	+2%	+$157	﹤0.01%	1766
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	1777
2022 Q1	$8K	Buy	+150	New	+$9.46K	﹤0.01%	1713
2020 Q4	–	Sell	-645	Closed	-$26K	–	1770
2020 Q3	$26K	Buy	645 +21	+3%	+$866	﹤0.01%	843
2020 Q2	$25K	Buy	+624	New	+$24K	﹤0.01%	833