MWM
Mascoma 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 | $16.2K | Hold |
189
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $14.8K | Hold |
189
| – | – | ﹤0.01% | 292 |
|
|
2024
Q4 | $14.7K | Hold |
189
| – | – | ﹤0.01% | 308 |
|
|
2024
Q3 | $13.4K | Hold |
189
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $12.3K | Buy |
+189
| New | +$12.3K | ﹤0.01% | 317 |
|