Sowell Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Sowell Financial Services’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Buy
2025 Q2	$243K	Sell
2025 Q1	$361K	Buy
2021 Q2	–	Sell
2021 Q1	$201K	Sell
2020 Q4	$488K	Sell
2020 Q3	$444K	Buy
2020 Q2	$348K	Buy
2020 Q1	$36K	Sell
2019 Q4	$114K	Sell
2019 Q3	$127K	Buy