GSA Capital Partners’s iShares US Financial Services ETF IYG Stock Holding History

GSA Capital Partners’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
2024 Q4	–	Sell	-3,892	Closed	-$276K	–	1809
2024 Q3	$276K	Buy	3,892 +720	+23%	+$49.5K	0.02%	1258
2024 Q2	$207K	Sell	3,172 -922	-23%	-$59.9K	0.01%	1444
2024 Q1	$271K	Sell	4,094 -859	-17%	-$53.4K	0.02%	1271
2023 Q4	$296K	Buy	+4,953	New	+$267K	0.02%	1124
2023 Q2	–	Sell	-8,568	Closed	-$431K	–	1725
2023 Q1	$431K	Buy	+8,568	New	+$467K	0.04%	808
2022 Q4	–	Sell	-5,316	Closed	-$250K	–	1673
2022 Q3	$250K	Buy	+5,316	New	+$279K	0.03%	1054
2022 Q2	–	Sell	-3,918	Closed	-$236K	–	1598
2022 Q1	$236K	Buy	+3,918	New	+$247K	0.03%	1066

Other funds holding IYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GSA Capital Partners's IYG Position: Q4 2024 in Review

GSA Capital Partners sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 3,892 shares — an estimated $276K sold.

GSA Capital Partners first reported a position in IYG in Q1 2022 and held it in 7 quarters. The position peaked at $431K in Q1 2023. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

GSA Capital Partners reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
GSA Capital Partners sold 3,892 iShares US Financial Services ETF shares in Q4 2024, an estimated $276K.
GSA Capital Partners first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 7 quarters.
GSA Capital Partners's iShares US Financial Services ETF position peaked at $431K in Q1 2023.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on GSA Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.