Mine & Arao Wealth Creation & 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
Q2 | $1.03M | Sell |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $645K | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $595K | Hold |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $750K | Sell |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $610K | Buy |
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