NIWA
New Insight Wealth Advisors’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 | $598K | Sell |
6,985
-38
| -0.5% | -$3.25K | 0.25% | 60 |
|
|
2025
Q1 | $552K | Buy |
7,023
+1,177
| +20% | +$92.5K | 0.25% | 54 |
|
|
2024
Q4 | $455K | Sell |
5,846
-481
| -8% | -$37.4K | 0.23% | 57 |
|
|
2024
Q3 | $449K | Sell |
6,327
-658
| -9% | -$46.7K | 0.24% | 53 |
|
|
2024
Q2 | $455K | Sell |
6,985
-1,401
| -17% | -$91.4K | 0.27% | 48 |
|
|
2024
Q1 | $556K | Buy |
8,386
+5,530
| +194% | +$367K | 0.35% | 42 |
|
|
2023
Q4 | $512K | Buy |
+2,856
| New | +$512K | 0.34% | 43 |
|