Kingswood Wealth Advisors’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
2025 Q2	$244K	Sell	2,845 -2,068	-42%	-$177K	0.02%	635
2025 Q1	$386K	Sell	4,913 -2,151	-30%	-$169K	0.04%	466
2024 Q4	$550K	Buy	+7,064	New	+$550K	0.04%	412
2023 Q3	–	Sell	-74,088	Closed	-$1.06M	–	461
2023 Q2	$1.06M	Buy	+74,088	New	+$1.06M	0.34%	76