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Sharkey, Howes & Javer’s iShares US Financial Services ETF IYG Stock Holding History

Sharkey, Howes & Javer’s Portfolio IYG Stock Details IYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,290
Closed -$2.23M – 76
2020
Q3 		$2.23M Buy
18,290
+2,982
+19% +$364K 0.85% 25
2020
Q2 		$1.83M Buy
+15,308
New +$1.83M 0.81% 25