TS Financial Group (TSFG)’s iShares US Financial Services ETF IYG Stock Holding History

TS Financial Group (TSFG)’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
2026 Q2	$16K	Hold	175	–	–	﹤0.01%	537
2026 Q1	$14K	Hold	175	–	–	﹤0.01%	530
2025 Q4	$16K	Hold	175	–	–	﹤0.01%	499
2025 Q3	$16K	Sell	175 -50	-22%	-$4.39K	﹤0.01%	506
2025 Q2	$19K	Hold	225	–	–	﹤0.01%	466
2025 Q1	$18K	Hold	225	–	–	﹤0.01%	458
2024 Q4	$18K	Hold	225	–	–	﹤0.01%	407
2024 Q3	$16K	Hold	225	–	–	﹤0.01%	433
2024 Q2	$15K	Hold	225	–	–	﹤0.01%	423
2024 Q1	$15K	Sell	225 -180	-44%	-$11.2K	﹤0.01%	423
2023 Q4	$24K	Hold	405	–	–	0.01%	373
2023 Q3	$21K	Hold	405	–	–	0.01%	403
2023 Q2	$21K	Hold	405	–	–	0.01%	410
2023 Q1	$20K	Hold	405	–	–	0.01%	404
2022 Q4	$21K	Hold	405	–	–	0.01%	409
2022 Q3	$19K	Hold	405	–	–	0.01%	403
2022 Q2	$20K	Hold	405	–	–	0.01%	408
2022 Q1	$24K	Hold	405	–	–	0.01%	391
2021 Q4	$26K	Buy	405 +180	+80%	+$11.7K	0.01%	388
2021 Q3	$14K	Hold	225	–	–	0.01%	493
2021 Q2	$14K	Hold	225	–	–	0.01%	495
2021 Q1	$13K	Hold	225	–	–	0.01%	445
2020 Q4	$11K	Buy	225 +105	+88%	+$4.74K	0.01%	474
2020 Q3	$5K	Hold	120	–	–	﹤0.01%	552
2020 Q2	$5K	Buy	+120	New	+$4.61K	﹤0.01%	537

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

TS Financial Group (TSFG)'s IYG Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 175 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

TS Financial Group (TSFG) first reported a position in IYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $26K in Q4 2021. 104 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

TS Financial Group (TSFG) held 175 shares of iShares US Financial Services ETF worth $16K as of Q2 2026.
TS Financial Group (TSFG) left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #537 holding.
TS Financial Group (TSFG) first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 25 quarters since.
TS Financial Group (TSFG)'s iShares US Financial Services ETF position peaked at $26K in Q4 2021.
104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.