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Guardian Wealth Advisors (North Carolina)’s iShares US Financial Services ETF IYG Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$128K Hold
1,500
– – 0.01% 350
2025
Q1 		$118K Hold
1,500
– – 0.01% 339
2024
Q4 		$117K Buy
+1,500
New +$117K 0.01% 329