Interchange Capital Partners’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	$269K	Buy	3,422 +458	+15%	+$40.2K	0.09%	212
2025 Q4	$274K	Sell	2,964 -204	-6%	-$18.2K	0.05%	323
2025 Q3	$284K	Sell	3,168 -125	-4%	-$11K	0.06%	272
2025 Q2	$282K	Sell	3,293 -129	-4%	-$10.2K	0.07%	230
2025 Q1	$269K	Sell	3,422 -61	-2%	-$4.91K	0.08%	215
2024 Q4	$271K	Sell	3,483 -657	-16%	-$50.7K	0.1%	199
2024 Q3	$294K	Sell	4,140 -139	-3%	-$9.55K	0.1%	200
2024 Q2	$279K	Sell	4,279 -1,220	-22%	-$79.2K	0.1%	201
2024 Q1	$361K	Sell	5,499 -522	-9%	-$32.4K	0.24%	97
2023 Q4	$360K	Sell	6,021 -588	-9%	-$31.7K	0.27%	91
2023 Q3	$341K	Sell	6,609 -489	-7%	-$26.4K	0.27%	88
2023 Q2	$357K	Sell	7,098 -99	-1%	-$5.02K	0.27%	89
2023 Q1	$362K	Buy	7,197 +348	+5%	+$19K	0.2%	125
2022 Q4	$360K	Buy	6,849 +2,541	+59%	+$133K	0.37%	65
2022 Q3	$202K	Buy	+4,308	New	+$226K	0.22%	140