Investmark Advisory 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	$515K	Buy	6,220 +21	+0.3%	+$1.84K	0.22%	77
2025 Q4	$572K	Buy	6,199 +17	+0.3%	+$1.52K	0.24%	71
2025 Q3	$554K	Buy	6,182 +16	+0.3%	+$1.41K	0.24%	71
2025 Q2	$528K	Buy	6,166 +17	+0.3%	+$1.35K	0.25%	69
2025 Q1	$483K	Buy	6,149 +16	+0.3%	+$1.29K	0.24%	67
2024 Q4	$477K	Buy	6,133 +20	+0.3%	+$1.54K	0.23%	71
2024 Q3	$434K	Buy	6,113 +21	+0.3%	+$1.44K	0.21%	77
2024 Q2	$397K	Buy	6,092 +20	+0.3%	+$1.3K	0.21%	77
2024 Q1	$403K	Buy	6,072 +21	+0.3%	+$1.3K	0.22%	78
2023 Q4	$362K	Buy	6,051 +57	+1%	+$3.07K	0.21%	82
2023 Q3	$309K	Hold	5,994	–	–	0.21%	81
2023 Q2	$316K	Buy	5,994 +27	+0.5%	+$1.37K	0.21%	80
2023 Q1	$300K	Buy	5,967 +33	+0.6%	+$1.8K	0.22%	77
2022 Q4	$312K	Buy	5,934 +36	+0.6%	+$1.89K	0.23%	80
2022 Q3	$277K	Buy	5,898 +36	+0.6%	+$1.89K	0.25%	70
2022 Q2	$289K	Buy	5,862 +30	+0.5%	+$1.63K	0.29%	57
2022 Q1	$350K	Buy	5,832 +24	+0.4%	+$1.51K	0.36%	54
2021 Q4	$373K	Buy	+5,808	New	+$379K	0.35%	51