Moisand Fitzgerald Tamayo’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	$12.6K	Hold	147	–	–	﹤0.01%	323
2025 Q1	$11.5K	Hold	147	–	–	﹤0.01%	331
2024 Q4	$11.4K	Hold	147	–	–	﹤0.01%	327
2024 Q3	$10.4K	Hold	147	–	–	﹤0.01%	348
2024 Q2	$9.59K	Hold	147	–	–	﹤0.01%	314
2024 Q1	$9.75K	Hold	147	–	–	﹤0.01%	314
2023 Q4	$8.78K	Hold	147	–	–	﹤0.01%	349
2023 Q3	$7.58K	Hold	147	–	–	﹤0.01%	368
2023 Q2	$7.74K	Hold	147	–	–	﹤0.01%	348
2023 Q1	$7.4K	Hold	147	–	–	﹤0.01%	360
2022 Q4	$7.72K	Hold	147	–	–	﹤0.01%	351
2022 Q3	$7K	Hold	147	–	–	﹤0.01%	322
2022 Q2	$7K	Hold	147	–	–	﹤0.01%	296
2022 Q1	$9K	Hold	147	–	–	﹤0.01%	194
2021 Q4	$9K	Hold	147	–	–	﹤0.01%	264
2021 Q3	$9K	Hold	147	–	–	﹤0.01%	253
2021 Q2	$9K	Hold	147	–	–	﹤0.01%	270
2021 Q1	$8K	Hold	147	–	–	﹤0.01%	232
2020 Q4	$7K	Hold	147	–	–	﹤0.01%	238
2020 Q3	$6K	Hold	147	–	–	﹤0.01%	233
2020 Q2	$6K	Hold	147	–	–	﹤0.01%	217
2020 Q1	$5K	Hold	147	–	–	﹤0.01%	199
2019 Q4	$7K	Hold	147	–	–	﹤0.01%	215
2019 Q3	$7K	Hold	147	–	–	﹤0.01%	214
2019 Q2	$7K	Hold	147	–	–	﹤0.01%	212
2019 Q1	$6K	Hold	147	–	–	﹤0.01%	222
2018 Q4	$6K	Hold	147	–	–	﹤0.01%	213
2018 Q3	$7K	Hold	147	–	–	﹤0.01%	227
2018 Q2	$6K	Hold	147	–	–	﹤0.01%	215
2018 Q1	$6K	Hold	147	–	–	﹤0.01%	238
2017 Q4	$6K	Hold	147	–	–	﹤0.01%	212
2017 Q3	$6K	Buy	+147	New	+$6K	﹤0.01%	229
2016 Q2	–	Sell	-111	Closed	-$3K	–	121
2016 Q1	$3K	Hold	111	–	–	﹤0.01%	191
2015 Q4	$3K	Buy	+111	New	+$3K	﹤0.01%	184