Omni 360 Wealth’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 | $1.14M | Buy |
13,362
+569
| +4% | +$48.7K | 0.56% | 35 |
|
|
2025
Q1 | $1M | Buy |
12,793
+1,139
| +10% | +$89.5K | 0.59% | 35 |
|
|
2024
Q4 | $907K | Buy |
11,654
+1,624
| +16% | +$126K | 0.57% | 48 |
|
|
2024
Q3 | $712K | Buy |
10,030
+1,056
| +12% | +$75K | 0.47% | 58 |
|
|
2024
Q2 | $585K | Buy |
8,974
+2,394
| +36% | +$156K | 0.43% | 57 |
|
|
2024
Q1 | $436K | Buy |
+6,580
| New | +$436K | 0.35% | 68 |
|