Plante Moran Financial Advisors’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
2021 Q4	–	Sell	-1,098	Closed	-$69K	–	1060
2021 Q3	$69K	Hold	1,098	–	–	0.02%	323
2021 Q2	$68K	Hold	1,098	–	–	0.02%	310
2021 Q1	$63K	Hold	1,098	–	–	0.02%	313
2020 Q4	$55K	Hold	1,098	–	–	0.02%	345
2020 Q3	$45K	Hold	1,098	–	–	0.02%	340
2020 Q2	$44K	Hold	1,098	–	–	0.02%	309
2020 Q1	$38K	Hold	1,098	–	–	0.02%	299
2019 Q4	$56K	Sell	1,098 -402	-27%	-$20.5K	0.02%	306
2019 Q3	$68K	Hold	1,500	–	–	0.02%	293
2019 Q2	$67K	Hold	1,500	–	–	0.02%	277
2019 Q1	$62K	Hold	1,500	–	–	0.02%	287
2018 Q4	$56K	Hold	1,500	–	–	0.02%	266
2018 Q3	$67K	Hold	1,500	–	–	0.02%	259
2018 Q2	$65K	Hold	1,500	–	–	0.03%	283
2018 Q1	$65K	Hold	1,500	–	–	0.04%	300
2017 Q4	$65K	Hold	1,500	–	–	0.04%	294
2017 Q3	$60K	Hold	1,500	–	–	0.04%	268
2017 Q2	$57K	Hold	1,500	–	–	0.04%	281
2017 Q1	$55K	Hold	1,500	–	–	0.03%	296
2016 Q4	$53K	Hold	1,500	–	–	0.03%	314
2016 Q3	$44K	Hold	1,500	–	–	0.03%	349
2016 Q2	$40K	Hold	1,500	–	–	0.03%	322
2016 Q1	$41K	Hold	1,500	–	–	0.03%	293
2015 Q4	$45K	Hold	1,500	–	–	0.03%	294
2015 Q3	$43K	Hold	1,500	–	–	0.03%	277
2015 Q2	$47K	Hold	1,500	–	–	0.03%	305
2015 Q1	$45K	Hold	1,500	–	–	0.03%	300
2014 Q4	$46K	Hold	1,500	–	–	0.03%	291
2014 Q3	$43K	Hold	1,500	–	–	0.04%	284
2014 Q2	$42K	Hold	1,500	–	–	0.04%	259
2014 Q1	$42K	Hold	1,500	–	–	0.05%	182
2013 Q4	$42K	Hold	1,500	–	–	0.02%	261
2013 Q3	$37K	Hold	1,500	–	–	0.02%	220
2013 Q2	$36K	Buy	+1,500	New	+$36K	0.03%	194