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Tennessee Valley Asset Management Partners’s iShares US Financial Services ETF IYG Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-60
Closed -$3.58K – 429
2023
Q4 		$3.58K Buy
+60
New +$3.23K ﹤0.01% 589

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BWFA
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Tennessee Valley Asset Management Partners's IYG Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 60 shares — an estimated $3.58K sold.

Tennessee Valley Asset Management Partners first reported a position in IYG in Q4 2023 and held it in 1 quarter. The position peaked at $3.58K in Q4 2023. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 60 iShares US Financial Services ETF shares in Q1 2024, an estimated $3.58K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares US Financial Services ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares US Financial Services ETF position peaked at $3.58K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.