9258 Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

9258 Wealth Management’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
2022 Q2	–	Sell	-6,852	Closed	-$412K	–	347
2022 Q1	$412K	Buy	6,852 +255	+4%	+$16.1K	0.1%	221
2021 Q4	$425K	Buy	6,597 +417	+7%	+$27.2K	0.1%	223
2021 Q3	$388K	Buy	6,180 +144	+2%	+$9.04K	0.1%	209
2021 Q2	$373K	Buy	+6,036	New	+$369K	0.1%	216
2019 Q2	–	Sell	-7,239	Closed	-$301K	–	186
2019 Q1	$301K	Sell	7,239 -4,173	-37%	-$173K	0.26%	118
2018 Q4	$427K	Buy	+11,412	New	+$471K	0.41%	85

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's IYG Position: Q2 2022 in Review

9258 Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 6,852 shares — an estimated $412K sold.

9258 Wealth Management first reported a position in IYG in Q4 2018 and held it in 6 quarters. The position peaked at $427K in Q4 2018. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

9258 Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 6,852 iShares US Financial Services ETF shares in Q2 2022, an estimated $412K.
9258 Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 6 quarters.
9258 Wealth Management's iShares US Financial Services ETF position peaked at $427K in Q4 2018.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.