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

Advocacy Wealth Management Services’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 Q4	–	Sell	-603	Closed	-$30K	–	82
2022 Q3	$30K	Hold	603	–	–	﹤0.01%	61
2022 Q2	$30K	Hold	603	–	–	﹤0.01%	67
2022 Q1	$36K	Hold	603	–	–	0.01%	64
2021 Q4	$39K	Hold	603	–	–	0.01%	62
2021 Q3	$38K	Hold	603	–	–	0.01%	62
2021 Q2	$37K	Hold	603	–	–	0.01%	76
2021 Q1	$35K	Hold	603	–	–	0.01%	71
2020 Q4	$30K	Sell	603 -132	-18%	-$5.95K	﹤0.01%	70
2020 Q3	$30K	Hold	735	–	–	﹤0.01%	66
2020 Q2	$29K	Hold	735	–	–	0.01%	66
2020 Q1	$24K	Hold	735	–	–	0.01%	65
2019 Q4	$37K	Sell	735 -48	-6%	-$2.31K	0.01%	59
2019 Q3	$36K	Hold	783	–	–	0.02%	56
2019 Q2	$35K	Hold	783	–	–	0.03%	51
2019 Q1	$33K	Hold	783	–	–	0.04%	44
2018 Q4	$29K	Hold	783	–	–	0.02%	62
2018 Q3	$35K	Hold	783	–	–	0.02%	57
2018 Q2	$34K	Hold	783	–	–	0.02%	55
2018 Q1	$34K	Hold	783	–	–	0.02%	54
2017 Q4	$34K	Hold	783	–	–	0.02%	68
2017 Q3	$31K	Hold	783	–	–	0.01%	98
2017 Q2	$30K	Hold	783	–	–	0.01%	105
2017 Q1	$28K	Buy	783 +510	+187%	+$18.7K	0.01%	119
2016 Q4	$10K	Buy	+273	New	+$8.9K	﹤0.01%	200

Other funds holding IYG

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

Goldman Sachs New York $871B AUM 31.28% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

Advocacy Wealth Management Services's IYG Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 603 shares — an estimated $30K sold.

Advocacy Wealth Management Services first reported a position in IYG in Q4 2016 and held it in 24 quarters. The position peaked at $39K in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Advocacy Wealth Management Services reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 603 iShares US Financial Services ETF shares in Q4 2022, an estimated $30K.
Advocacy Wealth Management Services first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 24 quarters.
Advocacy Wealth Management Services's iShares US Financial Services ETF position peaked at $39K in Q4 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.