PWA
Physician 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 | $45.3K | Buy |
529
+1
| +0.2% | +$86 | 0.01% | 368 |
|
|
2025
Q1 | $41.5K | Buy |
528
+1
| +0.2% | +$79 | 0.01% | 366 |
|
|
2024
Q4 | $41K | Buy |
+527
| New | +$41K | 0.01% | 375 |
|
|
2020
Q3 | – | Sell |
-9,388
| Closed | -$1.18M | – | 132 |
|
|
2020
Q2 | $1.18M | Buy |
+9,388
| New | +$1.18M | 0.48% | 38 |
|