Spire Wealth Management’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 | $8.79K | Hold |
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|
2025
Q2 | $8.39K | Sell |
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|
2025
Q1 | $8.72K | Hold |
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|
2024
Q4 | $8.64K | Hold |
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|
2024
Q3 | $7.88K | Sell |
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|
2024
Q2 | $47.8K | Hold |
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|
2024
Q1 | $48.6K | Buy |
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|
2023
Q4 | $43.5K | Buy |
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|
2023
Q3 | $37.6K | Hold |
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|
2023
Q2 | $38.4K | Buy |
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|
2023
Q1 | $35.7K | Sell |
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|
2022
Q4 | $43K | Sell |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $7K | Buy |
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