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

Abound 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
2024 Q3	–	Sell	-150	Closed	-$9.78K	–	1318
2024 Q2	$9.78K	Hold	150	–	–	﹤0.01%	376
2024 Q1	$9.95K	Hold	150	–	–	﹤0.01%	375
2023 Q4	$8.96K	Hold	150	–	–	﹤0.01%	391
2023 Q3	$7.73K	Sell	150 -84	-36%	-$4.54K	﹤0.01%	380
2023 Q2	$12.3K	Buy	234 +84	+56%	+$4.26K	0.01%	305
2023 Q1	$7.55K	Hold	150	–	–	﹤0.01%	324
2022 Q4	$7.88K	Hold	150	–	–	﹤0.01%	290
2022 Q3	$7.06K	Hold	150	–	–	﹤0.01%	321
2022 Q2	$7.41K	Hold	150	–	–	﹤0.01%	94
2022 Q1	$9.02K	Hold	150	–	–	0.01%	91
2021 Q4	$9.65K	Buy	+150	New	+$9.78K	0.01%	91

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Abound Wealth Management's IYG Position: Q3 2024 in Review

Abound Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 150 shares — an estimated $9.78K sold.

Abound Wealth Management first reported a position in IYG in Q4 2021 and held it in 11 quarters. The position peaked at $12.3K in Q2 2023. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Abound Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
Abound Wealth Management sold 150 iShares US Financial Services ETF shares in Q3 2024, an estimated $9.78K.
Abound Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 11 quarters.
Abound Wealth Management's iShares US Financial Services ETF position peaked at $12.3K in Q2 2023.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.