TS Financial Group (TSFG)’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 | $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% | -$12K | ﹤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% | +$11.6K | 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% | +$5.13K | 0.01% | 474 |
|
|
2020
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 552 |
|
|
2020
Q2 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 537 |
|