MAWCM
Mine & Arao Wealth Creation & 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 | $1.03M | Sell |
12,025
-56
| -0.5% | -$4.79K | 0.46% | 27 |
|
|
2025
Q1 | $949K | Buy |
12,081
+28
| +0.2% | +$2.2K | 0.46% | 26 |
|
|
2024
Q4 | $938K | Buy |
12,053
+6
| +0% | +$467 | 0.43% | 27 |
|
|
2024
Q3 | $856K | Sell |
12,047
-122
| -1% | -$8.67K | 0.4% | 29 |
|
|
2024
Q2 | $794K | Buy |
12,169
+146
| +1% | +$9.52K | 0.39% | 28 |
|
|
2024
Q1 | $797K | Buy |
12,023
+7,742
| +181% | +$513K | 0.39% | 28 |
|
|
2023
Q4 | $767K | Buy |
4,281
+34
| +0.8% | +$6.09K | 0.41% | 27 |
|
|
2023
Q3 | $657K | Sell |
4,247
-39
| -0.9% | -$6.03K | 0.4% | 29 |
|
|
2023
Q2 | $677K | Buy |
4,286
+14
| +0.3% | +$2.21K | 0.4% | 29 |
|
|
2023
Q1 | $645K | Buy |
4,272
+20
| +0.5% | +$3.02K | 0.41% | 31 |
|
|
2022
Q4 | $670K | Buy |
4,252
+40
| +0.9% | +$6.3K | 0.5% | 28 |
|
|
2022
Q3 | $595K | Hold |
4,212
| – | – | 0.44% | 29 |
|
|
2022
Q2 | $624K | Buy |
4,212
+17
| +0.4% | +$2.52K | 0.44% | 29 |
|
|
2022
Q1 | $757K | Buy |
4,195
+83
| +2% | +$15K | 0.44% | 29 |
|
|
2021
Q4 | $794K | Buy |
4,112
+126
| +3% | +$24.3K | 0.44% | 29 |
|
|
2021
Q3 | $750K | Sell |
3,986
-106
| -3% | -$19.9K | 0.45% | 31 |
|
|
2021
Q2 | $758K | Buy |
4,092
+15
| +0.4% | +$2.78K | 0.46% | 32 |
|
|
2021
Q1 | $698K | Buy |
4,077
+1
| +0% | +$171 | 0.47% | 32 |
|
|
2020
Q4 | $612K | Buy |
4,076
+35
| +0.9% | +$5.26K | 0.44% | 33 |
|
|
2020
Q3 | $493K | Buy |
4,041
+15
| +0.4% | +$1.83K | 0.41% | 34 |
|
|
2020
Q2 | $481K | Sell |
4,026
-68
| -2% | -$8.12K | 0.45% | 33 |
|
|
2020
Q1 | $420K | Buy |
4,094
+75
| +2% | +$7.69K | 0.49% | 32 |
|
|
2019
Q4 | $610K | Buy |
+4,019
| New | +$610K | 0.57% | 27 |
|