LGWM
Litman Gregory Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
14,385
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $1.13M | Hold |
14,385
| – | – | 0.1% | 73 |
|
|
2024
Q4 | $1.12M | Hold |
14,385
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $1.02M | Hold |
14,385
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $938K | Hold |
14,385
| – | – | 0.08% | 73 |
|
|
2024
Q1 | $954K | Buy |
14,385
+9,590
| +200% | +$636K | 0.09% | 74 |
|
|
2023
Q4 | $859K | Hold |
4,795
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $741K | Hold |
4,795
| – | – | 0.08% | 76 |
|
|
2023
Q2 | $758K | Buy |
+4,795
| New | +$758K | 0.09% | 50 |
|
|
2023
Q1 | – | Sell |
-4,795
| Closed | -$755K | – | 72 |
|
|
2022
Q4 | $755K | Hold |
4,795
| – | – | 0.11% | 49 |
|
|
2022
Q3 | $677K | Hold |
4,795
| – | – | 0.11% | 45 |
|
|
2022
Q2 | $711K | Buy |
+4,795
| New | +$711K | 0.1% | 55 |
|
|
2022
Q1 | – | Sell |
-4,795
| Closed | -$926K | – | 72 |
|
|
2021
Q4 | $926K | Hold |
4,795
| – | – | 0.16% | 46 |
|
|
2021
Q3 | $902K | Buy |
4,795
+3,907
| +440% | +$735K | 0.17% | 44 |
|
|
2021
Q2 | $888 | Sell |
888
-3,907
| -81% | -$3.91K | 0.17% | 46 |
|
|
2021
Q1 | $821K | Hold |
4,795
| – | – | 0.16% | 43 |
|
|
2020
Q4 | $719K | Hold |
4,795
| – | – | 0.13% | 44 |
|
|
2020
Q3 | $585K | Hold |
4,795
| – | – | 0.12% | 44 |
|
|
2020
Q2 | $573K | Hold |
4,795
| – | – | 0.13% | 46 |
|
|
2020
Q1 | $492K | Buy |
+4,795
| New | +$492K | 0.12% | 41 |
|