Integrated Wealth Concepts’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
-18,984
Closed -$772K 638
2020
Q3
$772K Buy
18,984
+1,035
+6% +$42.1K 0.05% 259
2020
Q2
$714K Buy
+17,949
New +$714K 0.05% 219