Litman Gregory Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.33M	Hold	14,385	–	–	0.1%	75
2025 Q3	$1.29M	Hold	14,385	–	–	0.1%	71
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	Hold	14,385	–	–	0.09%	74
2023 Q4	$859K	Hold	14,385	–	–	0.08%	73
2023 Q3	$741K	Hold	14,385	–	–	0.08%	76
2023 Q2	$758K	Buy	+14,385	New	+$729K	0.09%	50
2023 Q1	–	Sell	-14,385	Closed	-$755K	–	72
2022 Q4	$755K	Hold	14,385	–	–	0.11%	49
2022 Q3	$677K	Hold	14,385	–	–	0.11%	45
2022 Q2	$711K	Buy	+14,385	New	+$780K	0.1%	55
2022 Q1	–	Sell	-14,385	Closed	-$926K	–	72
2021 Q4	$926K	Hold	14,385	–	–	0.16%	46
2021 Q3	$902K	Buy	14,385 +11,721	+440%	+$736K	0.17%	44
2021 Q2	$888	Sell	2,664 -11,721	-81%	-$716K	0.17%	46
2021 Q1	$821K	Hold	14,385	–	–	0.16%	43
2020 Q4	$719K	Hold	14,385	–	–	0.13%	44
2020 Q3	$585K	Hold	14,385	–	–	0.12%	44
2020 Q2	$573K	Hold	14,385	–	–	0.13%	46
2020 Q1	$492K	Buy	+14,385	New	+$657K	0.12%	41