LFGH
IYG icon

Lee Financial Group Hawaii’s iShares US Financial Services ETF IYG Stock Holding History

Lee Financial Group Hawaii’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-79,341
Closed -$4.17M – 34
2022
Q4 		$4.17M Sell
79,341
-522
-0.7% -$27.4K 4.1% 9
2022
Q3 		$3.76K Buy
79,863
+1,050
+1% +$55.1K 3.03% 10
2022
Q2 		$3.89M Buy
78,813
+1,143
+1% +$62K 3.8% 10
2022
Q1 		$4.67K Buy
77,670
+1,551
+2% +$97.8K 3.18% 10
2021
Q4 		$4.9M Buy
+76,119
New +$4.96M 3.56% 9

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