MAI Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$163K	Buy	1,903 +3	+0.2%	+$257	﹤0.01%	1214
2025 Q1	$149K	Sell	1,900 -410	-18%	-$32.2K	﹤0.01%	1181
2024 Q4	$180K	Buy	+2,310	New	+$180K	﹤0.01%	1123