LGWM
Litman Gregory Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-502
| Closed | -$38K | – | 130 |
|
|
2021
Q1 | $38K | Hold |
502
| – | – | 0.01% | 106 |
|
|
2020
Q4 | $34K | Buy |
502
+251
| +100% | +$17K | 0.01% | 111 |
|
|
2020
Q3 | $28K | Hold |
251
| – | – | 0.01% | 112 |
|
|
2020
Q2 | $28K | Hold |
251
| – | – | 0.01% | 106 |
|
|
2020
Q1 | $24K | Hold |
251
| – | – | 0.01% | 102 |
|
|
2019
Q4 | $35K | Hold |
251
| – | – | 0.01% | 105 |
|
|
2019
Q3 | $32K | Hold |
251
| – | – | 0.01% | 92 |
|
|
2019
Q2 | $32K | Hold |
251
| – | – | 0.01% | 111 |
|
|
2019
Q1 | $30K | Hold |
251
| – | – | 0.01% | 80 |
|
|
2018
Q4 | $27K | Hold |
251
| – | – | 0.01% | 88 |
|
|
2018
Q3 | $30K | Buy |
+251
| New | +$30K | 0.01% | 68 |
|