SFA
Source Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.01M | Sell |
14,273
-563
| -4% | -$40K | 0.3% | 43 |
|
|
2024
Q2 | $967K | Sell |
14,836
-239
| -2% | -$15.6K | 0.3% | 45 |
|
|
2024
Q1 | $999K | Buy |
15,075
+6,911
| +85% | +$458K | 0.3% | 43 |
|
|
2023
Q4 | $1.46M | Sell |
8,164
-124
| -1% | -$22.2K | 0.45% | 40 |
|
|
2023
Q3 | $1.28M | Sell |
8,288
-698
| -8% | -$108K | 0.43% | 45 |
|
|
2023
Q2 | $1.42M | Buy |
8,986
+797
| +10% | +$126K | 0.47% | 40 |
|
|
2023
Q1 | $1.24M | Sell |
8,189
-9,632
| -54% | -$1.45M | 0.41% | 42 |
|
|
2022
Q4 | $2.81M | Sell |
17,821
-76
| -0.4% | -$12K | 1.05% | 24 |
|
|
2022
Q3 | $2.53M | Sell |
17,897
-1,086
| -6% | -$153K | 1% | 24 |
|
|
2022
Q2 | $2.81M | Sell |
18,983
-795
| -4% | -$118K | 1.1% | 23 |
|
|
2022
Q1 | $3.57M | Sell |
19,778
-5,231
| -21% | -$943K | 1.05% | 22 |
|
|
2021
Q4 | $4.83M | Sell |
25,009
-536
| -2% | -$103K | 1.3% | 19 |
|
|
2021
Q3 | $4.81M | Sell |
25,545
-651
| -2% | -$123K | 1.25% | 21 |
|
|
2021
Q2 | $4.85M | Buy |
26,196
+359
| +1% | +$66.5K | 1.25% | 21 |
|
|
2021
Q1 | $4.43M | Buy |
25,837
+5,284
| +26% | +$905K | 1.18% | 19 |
|
|
2020
Q4 | $3.08M | Buy |
+20,553
| New | +$3.08M | 0.83% | 27 |
|