GIA
Goodwin Investment Advisory’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42
| Closed | -$7.53K | – | 64 |
|
|
2023
Q4 | $7.53K | Hold |
42
| – | – | ﹤0.01% | 63 |
|
|
2023
Q3 | $6.5K | Hold |
42
| – | – | ﹤0.01% | 78 |
|
|
2023
Q2 | $6.64K | Hold |
42
| – | – | ﹤0.01% | 78 |
|
|
2023
Q1 | $6.34K | Sell |
42
-33
| -44% | -$4.98K | ﹤0.01% | 76 |
|
|
2022
Q4 | $11.8K | Buy |
75
+33
| +79% | +$5.2K | 0.01% | 149 |
|
|
2022
Q3 | $6K | Sell |
42
-131
| -76% | -$18.7K | ﹤0.01% | 165 |
|
|
2022
Q2 | $25.6K | Sell |
173
-672
| -80% | -$99.6K | 0.02% | 94 |
|
|
2022
Q1 | $152K | Sell |
845
-96
| -10% | -$17.3K | 0.1% | 48 |
|
|
2021
Q4 | $181K | Sell |
941
-20
| -2% | -$3.85K | 0.14% | 42 |
|
|
2021
Q3 | $180K | Hold |
961
| – | – | 0.17% | 36 |
|
|
2021
Q2 | $179K | Sell |
961
-299
| -24% | -$55.7K | 0.19% | 26 |
|
|
2021
Q1 | $215K | Sell |
1,260
-75
| -6% | -$12.8K | 0.25% | 24 |
|
|
2020
Q4 | $201K | Buy |
+1,335
| New | +$201K | 0.25% | 26 |
|