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WBH Advisory’s iShares US Financial Services ETF IYG Stock Holding History

WBH Advisory’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$769K Buy
8,988
+5,417
+152% +$464K 0.07% 186
2025
Q1 		$281K Buy
+3,571
New +$281K 0.03% 280