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Advisors Preferred’s iShares US Financial Services ETF IYG Stock Holding History

Advisors Preferred’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
-3,758
Closed -$246K – 224
2024
Q2 		$246K Buy
3,758
+2,885
+330% +$187K 0.04% 122
2024
Q1 		$57.5K Buy
+873
New +$54.2K 0.01% 150
2021
Q4 		– Sell
-1,854
Closed -$119K – 205
2021
Q3 		$119K Sell
1,854
-4,785
-72% -$300K 0.02% 147
2021
Q2 		$413K Buy
+6,639
New +$406K 0.04% 125
2018
Q3 		– Sell
-1,449
Closed -$63K – 217
2018
Q2 		$63K Buy
1,449
+555
+62% +$24.6K 0.03% 156
2018
Q1 		$39K Sell
894
-412,506
-100% -$18.7M 0.02% 177
2017
Q4 		$18M Buy
413,400
+411,654
+23,577% +$17.2M 7.63% 3
2017
Q3 		$70K Buy
+1,746
New +$66.8K 0.04% 128
2017
Q2 		– Sell
-402,918
Closed -$14.7K – 242
2017
Q1 		$14.7K Buy
402,918
+398,136
+8,326% +$14.6M 7.68% 4
2016
Q4 		$169K Buy
+4,782
New +$156K 0.09% 87
2016
Q1 		– Sell
-456
Closed -$14K – 242
2015
Q4 		$14K Buy
+456
New +$13.8K 0.01% 155
2015
Q3 		– Sell
-10,161
Closed -$318K – 232
2015
Q2 		$318K Buy
10,161
+1,329
+15% +$41.3K 0.18% 65
2015
Q1 		$263K Buy
+8,832
New +$261K 0.14% 76
2014
Q4 		– Sell
-1,821
Closed -$52.2K – 312
2014
Q3 		$52.2K Buy
+1,821
New +$51.7K 0.03% 124
2014
Q2 		– Sell
-2,856
Closed -$80.8K – 394
2014
Q1 		$80.8K Sell
2,856
-80,334
-97% -$2.23M 0.04% 223
2013
Q4 		$2.32M Buy
+83,190
New +$2.19M 1.28% 23

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Advisors Preferred's IYG Position: Q3 2024 in Review

Advisors Preferred sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 3,758 shares — an estimated $246K sold.

Advisors Preferred first reported a position in IYG in Q4 2013 and held it in 16 quarters. The position peaked at $18M in Q4 2017. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Advisors Preferred reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
  • Advisors Preferred sold 3,758 iShares US Financial Services ETF shares in Q3 2024, an estimated $246K.
  • Advisors Preferred first reported a position in iShares US Financial Services ETF in Q4 2013 and held it in 16 quarters.
  • Advisors Preferred's iShares US Financial Services ETF position peaked at $18M in Q4 2017.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.