KKM Financial’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 Q3	–	Sell	-5,197	Closed	-$700K	–	149
2024 Q2	$700K	Sell	5,197 -4,415	-46%	-$595K	0.33%	76
2024 Q1	$637K	Buy	9,612 +5,922	+160%	+$393K	0.31%	83
2023 Q4	$220K	Buy	+3,690	New	+$220K	0.14%	121