Wealthgate Family Office’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.69M | Sell |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $2.85M | Hold |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $4.23M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.75M | Buy |
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|
2020
Q4 | $3.29M | Buy |
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