Verum Partners’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 Q1	–	Sell	-3,000	Closed	-$233K	–	167
2024 Q4	$233K	Hold	3,000	–	–	0.07%	146
2024 Q3	$213K	Buy	+3,000	New	+$213K	0.06%	154