Wealth Forward LLC’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 | $271K | Hold |
3,165
| – | – | 0.18% | 28 |
|
|
2025
Q1 | $249K | Hold |
3,165
| – | – | 0.18% | 28 |
|
|
2024
Q4 | $246K | Hold |
3,165
| – | – | 0.17% | 28 |
|
|
2024
Q3 | $225K | Hold |
3,165
| – | – | 0.16% | 30 |
|
|
2024
Q2 | $206K | Hold |
3,165
| – | – | 0.16% | 30 |
|
|
2024
Q1 | $210K | Buy |
+3,165
| New | +$210K | 0.17% | 30 |
|