Wealth Preservation 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
$14.1K Hold
165
0.01% 277
2025
Q1
$13K Buy
+165
New +$13K 0.01% 297