WealthSource Partners’s iShares US Financial Services ETF IYG Stock Holding History

WealthSource Partners’s Portfolio IYG Stock Details IYG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$667K	Sell
2021 Q4	$778K	Sell
2021 Q3	$765K	Sell
2021 Q2	$1M	Sell
2021 Q1	$944K	Sell
2020 Q4	$909K	Sell
2020 Q3	$6.09M	Sell
2020 Q2	$7.5M	Buy