RW
RVW Wealth’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,538
| Closed | -$3.55M | – | 103 |
|
|
2020
Q1 | $3.55M | Sell |
34,538
-51,600
| -60% | -$5.3M | 0.83% | 40 |
|
|
2019
Q4 | $13.1M | Sell |
86,138
-542
| -0.6% | -$82.3K | 2.86% | 15 |
|
|
2019
Q3 | $11.8M | Sell |
86,680
-5,377
| -6% | -$734K | 2.81% | 15 |
|
|
2019
Q2 | $12.3M | Buy |
92,057
+2,423
| +3% | +$324K | 2.94% | 15 |
|
|
2019
Q1 | $11.2M | Buy |
+89,634
| New | +$11.2M | 2.85% | 15 |
|