TritonPoint Wealth’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
4,609
-1,138
| -20% | -$97.4K | 0.04% | 240 |
|
|
2025
Q1 | $451K | Buy |
5,747
+130
| +2% | +$10.2K | 0.04% | 223 |
|
|
2024
Q4 | $437K | Sell |
5,617
-37
| -0.7% | -$2.88K | 0.04% | 225 |
|
|
2024
Q3 | $400K | Buy |
5,654
+500
| +10% | +$35.4K | 0.04% | 237 |
|
|
2024
Q2 | $336K | Sell |
5,154
-1,350
| -21% | -$88K | 0.03% | 245 |
|
|
2024
Q1 | $389K | Sell |
6,504
-1,470
| -18% | -$87.8K | 0.04% | 231 |
|
|
2023
Q4 | $476K | Buy |
+7,974
| New | +$476K | 0.05% | 217 |
|