Sowell Financial Services’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
Q4 | $265K | Buy |
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2025
Q3 | $255K | Buy |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $114K | Sell |
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|
2019
Q3 | $127K | Buy |
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