Wealthstreet Investment Advisors’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
2021 Q3	–	Sell	-750	Closed	-$46K	–	82
2021 Q2	$46K	Sell	750 -71,619	-99%	-$4.38M	0.24%	60
2021 Q1	$4.13M	Buy	72,369 +5,778	+9%	+$313K	0.4%	60
2020 Q4	$3.33M	Sell	66,591 -15,885	-19%	-$717K	0.34%	71
2020 Q3	$3.35M	Sell	82,476 -3,051	-4%	-$126K	0.37%	59
2020 Q2	$3.4M	Buy	85,527 +861	+1%	+$33.1K	0.42%	59
2020 Q1	$2.9M	Sell	84,666 -16,725	-16%	-$763K	0.43%	56
2019 Q4	$5.13M	Buy	101,391 +11,925	+13%	+$573K	0.6%	43
2019 Q3	$4.24M	Sell	89,466 -7,449	-8%	-$336K	0.54%	51
2019 Q2	$4.33M	Buy	96,915 +1,875	+2%	+$82.1K	0.56%	51
2019 Q1	$3.95M	Buy	95,040 +387	+0.4%	+$16K	0.52%	53
2018 Q4	$3.92M	Sell	94,653 -15,924	-14%	-$657K	0.55%	51
2018 Q3	$4.91M	Sell	110,577 -315	-0.3%	-$14.3K	0.61%	46
2018 Q2	$4.79M	Sell	110,892 -2,757	-2%	-$122K	0.63%	43
2018 Q1	$4.96M	Sell	113,649 -1,629	-1%	-$74K	0.62%	37
2017 Q4	$5.01M	Buy	+115,278	New	+$4.81M	0.61%	44