SOA Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.5K | Buy |
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|
2025
Q2 | $29.1K | Buy |
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2025
Q1 | $26.6K | Buy |
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|
2024
Q4 | $26.3K | Buy |
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|
2024
Q3 | $23.9K | Buy |
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|
2024
Q2 | $21.9K | Buy |
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|
2024
Q1 | $22.2K | Sell |
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|
2023
Q4 | $20K | Buy |
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|
2023
Q3 | $17.1K | Hold |
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|
2023
Q2 | $17.4K | Hold |
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|
2023
Q1 | $16.6K | Buy |
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|
2022
Q4 | $17.2K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $16K | Buy |
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