VA
Valmark Advisers’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
3,471
+195
| +6% | +$16.7K | ﹤0.01% | 552 |
|
|
2025
Q1 | $257K | Buy |
+3,276
| New | +$257K | ﹤0.01% | 549 |
|
|
2018
Q4 | – | Sell |
-1,557
| Closed | -$208K | – | 212 |
|
|
2018
Q3 | $208K | Sell |
1,557
-210
| -12% | -$28.1K | ﹤0.01% | 193 |
|
|
2018
Q2 | $229K | Sell |
1,767
-125
| -7% | -$16.2K | 0.01% | 174 |
|
|
2018
Q1 | $248K | Hold |
1,892
| – | – | 0.01% | 167 |
|
|
2017
Q4 | $247K | Buy |
+1,892
| New | +$247K | 0.01% | 165 |
|