TRUE Private Wealth Advisors’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
Q2 | $531K | Hold |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $483K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $627K | Buy |
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|
2020
Q1 | $89K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6.1M | Buy |
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