SOA 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 | $29.1K | Buy |
340
+1
| +0.3% | +$86 | 0.01% | 445 |
|
|
2025
Q1 | $26.6K | Buy |
339
+1
| +0.3% | +$79 | 0.01% | 422 |
|
|
2024
Q4 | $26.3K | Buy |
338
+1
| +0.3% | +$78 | ﹤0.01% | 412 |
|
|
2024
Q3 | $23.9K | Buy |
337
+1
| +0.3% | +$71 | ﹤0.01% | 424 |
|
|
2024
Q2 | $21.9K | Buy |
336
+1
| +0.3% | +$65 | ﹤0.01% | 429 |
|
|
2024
Q1 | $22.2K | Sell |
335
-1
| -0.3% | -$66 | ﹤0.01% | 428 |
|
|
2023
Q4 | $20K | Buy |
336
+6
| +2% | +$357 | ﹤0.01% | 431 |
|
|
2023
Q3 | $17.1K | Hold |
330
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $17.4K | Hold |
330
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $16.6K | Buy |
330
+3
| +0.9% | +$151 | ﹤0.01% | 456 |
|
|
2022
Q4 | $17.2K | Buy |
327
+3
| +0.9% | +$158 | ﹤0.01% | 431 |
|
|
2022
Q3 | $15K | Hold |
324
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $16K | Buy |
324
+3
| +0.9% | +$148 | ﹤0.01% | 423 |
|
|
2022
Q1 | $19K | Hold |
321
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $20K | Buy |
321
+3
| +0.9% | +$187 | ﹤0.01% | 448 |
|
|
2021
Q3 | $19K | Hold |
318
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $19K | Buy |
318
+3
| +1% | +$179 | ﹤0.01% | 468 |
|
|
2021
Q1 | $18K | Hold |
315
| – | – | 0.01% | 422 |
|
|
2020
Q4 | $16K | Buy |
+315
| New | +$16K | ﹤0.01% | 439 |
|