Horizon Family Wealth’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
2026 Q1	$403K	Buy	4,865 +151	+3%	+$13.3K	0.21%	71
2025 Q4	$435K	Sell	4,714 -480	-9%	-$42.8K	0.23%	64
2025 Q3	$466K	Buy	5,194 +281	+6%	+$24.7K	0.27%	56
2025 Q2	$421K	Buy	4,913 +74	+2%	+$5.87K	0.26%	57
2025 Q1	$380K	Sell	4,839 -335	-6%	-$27K	0.25%	51
2024 Q4	$403K	Buy	5,174 +512	+11%	+$39.5K	0.27%	50
2024 Q3	$331K	Buy	4,662 +83	+2%	+$5.7K	0.24%	58
2024 Q2	$299K	Buy	4,579 +43	+0.9%	+$2.79K	0.23%	57
2024 Q1	$301K	Sell	4,536 -30	-0.7%	-$1.86K	0.23%	57
2023 Q4	$273K	Sell	4,566 -24	-0.5%	-$1.29K	0.23%	56
2023 Q3	$237K	Sell	4,590 -3,096	-40%	-$167K	0.23%	56
2023 Q2	$405K	Buy	7,686 +3,210	+72%	+$163K	0.39%	35
2023 Q1	$225K	Buy	4,476 +108	+2%	+$5.89K	0.24%	53
2022 Q4	$229K	Buy	+4,368	New	+$229K	0.26%	51
2022 Q2	–	Sell	-3,789	Closed	-$228K	–	56
2022 Q1	$228K	Buy	3,789 +552	+17%	+$34.8K	0.23%	56
2021 Q4	$208K	Buy	+3,237	New	+$211K	0.21%	46