Waverly Advisors’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
Q2 | $264K | Buy |
+3,085
| New | +$264K | ﹤0.01% | 1021 |
|