Omni 360 Wealth’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
Q3
$1.26M Buy
2025
Q2
$1.14M Buy
2025
Q1
$1M Buy
2024
Q4
$907K Buy
2024
Q3
$712K Buy
2024
Q2
$585K Buy
2024
Q1
$436K Buy