TD Private Client Wealth’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 | $70.5K | Sell |
824
-1,234
| -60% | -$106K | ﹤0.01% | 794 |
|
|
2025
Q1 | $162K | Hold |
2,058
| – | – | ﹤0.01% | 645 |
|
|
2024
Q4 | $160K | Sell |
2,058
-15
| -0.7% | -$1.17K | ﹤0.01% | 646 |
|
|
2024
Q3 | $147K | Sell |
2,073
-49
| -2% | -$3.48K | ﹤0.01% | 666 |
|
|
2024
Q2 | $138K | Buy |
2,122
+138
| +7% | +$9K | ﹤0.01% | 639 |
|
|
2024
Q1 | $132K | Buy |
1,984
+877
| +79% | +$58.1K | ﹤0.01% | 646 |
|
|
2023
Q4 | $66.1K | Sell |
1,107
-831
| -43% | -$49.6K | ﹤0.01% | 771 |
|
|
2023
Q3 | $99.9K | Sell |
1,938
-24
| -1% | -$1.24K | ﹤0.01% | 652 |
|
|
2023
Q2 | $103K | Buy |
1,962
+273
| +16% | +$14.4K | ﹤0.01% | 655 |
|
|
2023
Q1 | $85K | Sell |
1,689
-486
| -22% | -$24.5K | ﹤0.01% | 672 |
|
|
2022
Q4 | $114K | Hold |
2,175
| – | – | 0.01% | 612 |
|
|
2022
Q3 | $102K | Hold |
2,175
| – | – | 0.01% | 611 |
|
|
2022
Q2 | $107K | Buy |
2,175
+651
| +43% | +$32.2K | 0.01% | 600 |
|
|
2022
Q1 | $91.6K | Buy |
+1,524
| New | +$91.6K | ﹤0.01% | 650 |
|