Golden State Wealth Management’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 | $8.47K | Hold |
99
| – | – | ﹤0.01% | 1117 |
|
|
2025
Q1 | $7.78K | Hold |
99
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q4 | $7.7K | Buy |
+99
| New | +$7.7K | ﹤0.01% | 1022 |
|
|
2020
Q2 | – | Sell |
-114
| Closed | -$4K | – | 552 |
|
|
2020
Q1 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 779 |
|
|
2019
Q4 | – | Sell |
-114
| Closed | -$5K | – | 504 |
|
|
2019
Q3 | $5K | Hold |
114
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $5K | Hold |
114
| – | – | ﹤0.01% | 872 |
|
|
2019
Q1 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 905 |
|