Wealthcare Advisory Partners’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 | – | Sell |
-3,759
| Closed | -$295K | – | 993 |
|
|
2025
Q1 | $295K | Buy |
3,759
+550
| +17% | +$43.2K | 0.01% | 751 |
|
|
2024
Q4 | $250K | Hold |
3,209
| – | – | 0.01% | 773 |
|
|
2024
Q3 | $228K | Hold |
3,209
| – | – | 0.01% | 793 |
|
|
2024
Q2 | $209K | Buy |
+3,209
| New | +$209K | 0.01% | 778 |
|
|
2021
Q2 | – | Sell |
-2,184
| Closed | -$125K | – | 1214 |
|
|
2021
Q1 | $125K | Buy |
+2,184
| New | +$125K | 0.01% | 602 |
|
|
2019
Q1 | – | Sell |
-435
| Closed | -$16K | – | 1247 |
|
|
2018
Q4 | $16K | Hold |
435
| – | – | ﹤0.01% | 683 |
|
|
2018
Q3 | $19K | Hold |
435
| – | – | ﹤0.01% | 688 |
|
|
2018
Q2 | $19K | Hold |
435
| – | – | ﹤0.01% | 688 |
|
|
2018
Q1 | $19K | Buy |
+435
| New | +$19K | ﹤0.01% | 589 |
|