&Partners’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
$315K Sell
3,680
-5
-0.1% -$428 ﹤0.01% 1594
2025
Q1
$296K Buy
3,685
+427
+13% +$34.3K ﹤0.01% 1420
2024
Q4
$255K Buy
+3,258
New +$255K ﹤0.01% 1417