Wetzel Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
4,124
-37
| -0.9% | -$3.17K | 0.16% | 83 |
|
|
2025
Q1 | $327K | Sell |
4,161
-96
| -2% | -$7.54K | 0.16% | 88 |
|
|
2024
Q4 | $331K | Buy |
4,257
+100
| +2% | +$7.78K | 0.16% | 88 |
|
|
2024
Q3 | $295K | Buy |
4,157
+215
| +5% | +$15.3K | 0.15% | 95 |
|
|
2024
Q2 | $261K | Hold |
3,942
| – | – | 0.15% | 96 |
|
|
2024
Q1 | $247K | Buy |
3,942
+108
| +3% | +$6.77K | 0.15% | 99 |
|
|
2023
Q4 | $229K | Buy |
+3,834
| New | +$229K | 0.14% | 101 |
|