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

Wealth Enhancement Advisory Services’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$955K Buy
2025
Q1 		$528K Buy
2024
Q4 		$340K Buy
2024
Q3 		$249K Buy
2024
Q2 		$215K Buy
2024
Q1 		– Sell
2023
Q4 		$221K Buy