Wealth Enhancement Advisory Services’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 | $955K | Buy |
10,923
+4,203
| +63% | +$367K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $528K | Buy |
6,720
+2,348
| +54% | +$184K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $340K | Buy |
4,372
+865
| +25% | +$67.3K | ﹤0.01% | 2253 |
|
|
2024
Q3 | $249K | Buy |
3,507
+213
| +6% | +$15.1K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $215K | Buy |
+3,294
| New | +$215K | ﹤0.01% | 2238 |
|
|
2024
Q1 | – | Sell |
-3,699
| Closed | -$221K | – | 2418 |
|
|
2023
Q4 | $221K | Buy |
+3,699
| New | +$221K | ﹤0.01% | 2031 |
|