Kiely Wealth Advisory Group’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
2024 Q4	$2.25K	Hold	27	–	–	﹤0.01%	290
2024 Q3	$2.16K	Sell	27 -9	-25%	-$718	﹤0.01%	290
2024 Q2	$2.39K	Hold	36	–	–	﹤0.01%	273
2024 Q1	$2.33K	Hold	36	–	–	﹤0.01%	247
2023 Q4	$2.19K	Buy	+36	New	+$2.19K	﹤0.01%	242