Western Wealth Management’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
2026
Q1
$43.5K Buy
2021
Q2
Sell
2021
Q1
$253K Buy
2020
Q4
$214K Sell
2020
Q3
$320K Buy
2020
Q2
$299K Buy