Wetzel Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Wetzel Investment Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$330K	Sell
2025 Q2	$353K	Sell
2025 Q1	$327K	Sell
2024 Q4	$331K	Buy
2024 Q3	$295K	Buy
2024 Q2	$261K	Hold
2024 Q1	$247K	Buy
2023 Q4	$229K	Buy