Western Wealth Management’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
2021 Q2	–	Sell	-4,437	Closed	-$253K	–	627
2021 Q1	$253K	Buy	4,437 +156	+4%	+$8.9K	0.03%	445
2020 Q4	$214K	Sell	4,281 -3,591	-46%	-$180K	0.03%	431
2020 Q3	$320K	Buy	7,872 +363	+5%	+$14.8K	0.05%	325
2020 Q2	$299K	Buy	+7,509	New	+$299K	0.05%	315