WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $141K | Buy |
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