GoalVest Advisory’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	–	Sell	-56	Closed	-$4.4K	–	451
2025 Q1	$4.4K	Hold	56	–	–	﹤0.01%	291
2024 Q4	$4.36K	Buy	+56	New	+$4.36K	﹤0.01%	310
2024 Q3	–	Hold	0	–	–	–	383
2024 Q2	–	Hold	0	–	–	–	368