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
Q3 | $1.29M | Hold |
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|
2025
Q2 | $1.23M | Hold |
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2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $938K | Hold |
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|
2024
Q1 | $954K | Hold |
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|
2023
Q4 | $859K | Hold |
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|
2023
Q3 | $741K | Hold |
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|
2023
Q2 | $758K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $755K | Hold |
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|
2022
Q3 | $677K | Hold |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $926K | Hold |
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|
2021
Q3 | $902K | Buy |
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|
2021
Q2 | $888 | Sell |
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|
2021
Q1 | $821K | Hold |
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|
2020
Q4 | $719K | Hold |
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|
2020
Q3 | $585K | Hold |
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|
2020
Q2 | $573K | Hold |
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|
2020
Q1 | $492K | Buy |
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