Valley Financial 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	-112,149	Closed	-$5.64M	–	45
2023 Q1	$5.64M	Sell	112,149 -17,550	-14%	-$883K	3.49%	11
2022 Q4	$6.81M	Buy	129,699 +531	+0.4%	+$27.9K	3.79%	10
2022 Q3	$6.08M	Buy	+129,168	New	+$6.08M	3.65%	9