Kestra Private Wealth Services’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
2021 Q2	–	Sell	-7,935	Closed	-$453K	–	904
2021 Q1	$453K	Buy	7,935 +300	+4%	+$17.1K	0.03%	475
2020 Q4	$378K	Buy	7,635 +1,578	+26%	+$78.1K	0.03%	502
2020 Q3	$247K	Buy	+6,057	New	+$247K	0.02%	543