USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,158
| Closed | -$511K | – | 112 |
|
|
2023
Q1 | $511K | Sell |
10,158
-4,680
| -32% | -$235K | 0.24% | 78 |
|
|
2022
Q4 | $779K | Buy |
14,838
+2,535
| +21% | +$133K | 0.38% | 65 |
|
|
2022
Q3 | $579K | Buy |
12,303
+1,086
| +10% | +$51.1K | 0.3% | 70 |
|
|
2022
Q2 | $554K | Buy |
11,217
+474
| +4% | +$23.4K | 0.28% | 72 |
|
|
2022
Q1 | $646K | Buy |
10,743
+5,901
| +122% | +$355K | 0.28% | 74 |
|
|
2021
Q4 | $312K | Buy |
+4,842
| New | +$312K | 0.13% | 97 |
|