Howard Capital Management Group’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	$7.8M	Buy	94,103 +973	+1%	+$85.4K	0.52%	33
2025 Q4	$8.59M	Sell	93,130 -2,883	-3%	-$257K	0.54%	32
2025 Q3	$8.61M	Sell	96,013 -1,899	-2%	-$167K	0.54%	33
2025 Q2	$8.38M	Sell	97,912 -1,235	-1%	-$98K	0.58%	31
2025 Q1	$7.79M	Sell	99,147 -14,745	-13%	-$1.19M	0.61%	31
2024 Q4	$8.86M	Sell	113,892 -560	-0.5%	-$43.2K	0.61%	32
2024 Q3	$8.13M	Buy	114,452 +2,392	+2%	+$164K	0.57%	33
2024 Q2	$7.31M	Buy	112,060 +3,634	+3%	+$236K	0.54%	33
2024 Q1	$7.19M	Sell	108,426 -792	-0.7%	-$49.2K	0.55%	34
2023 Q4	$6.52M	Sell	109,218 -2,382	-2%	-$128K	0.57%	33
2023 Q3	$5.75M	Buy	111,600 +1,620	+1%	+$87.6K	0.56%	33
2023 Q2	$5.79M	Buy	109,980 +3,042	+3%	+$154K	0.54%	33
2023 Q1	$5.38M	Sell	106,938 -843	-0.8%	-$46K	0.57%	33
2022 Q4	$5.66M	Sell	107,781 -1,869	-2%	-$97.9K	0.68%	33
2022 Q3	$5.16M	Sell	109,650 -1,080	-1%	-$56.7K	0.65%	33
2022 Q2	$5.47M	Buy	110,730 +1,806	+2%	+$97.9K	0.64%	33
2022 Q1	$6.55M	Buy	108,924 +5,058	+5%	+$319K	0.6%	35
2021 Q4	$6.68M	Buy	103,866 +5,643	+6%	+$368K	0.55%	37
2021 Q3	$6.16M	Buy	98,223 +8,805	+10%	+$553K	0.57%	37
2021 Q2	$5.52M	Buy	+89,418	New	+$5.46M	0.52%	37