Icon Wealth Partners’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
2020 Q4	–	Sell	-79,497	Closed	-$3.23M	–	276
2020 Q3	$3.23M	Buy	79,497 +6,102	+8%	+$248K	0.62%	45
2020 Q2	$2.92M	Buy	+73,395	New	+$2.92M	0.71%	29