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

Allegiant Private Advisors’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
2021
Q2 		$2.79M Buy
45,168
+40,188
+807% +$2.46M 0.45% 49
2021
Q1 		$284K Buy
+4,980
New +$269K 0.05% 133

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allegiant Private Advisors's IYG Position: Q2 2021 in Review

Allegiant Private Advisors increased its iShares US Financial Services ETF (IYG) stake by 807% in Q2 2021, buying an estimated $2.46M and bringing the position to 45,168 shares worth $2.79M. The position accounts for 0.45% of the portfolio, ranked #49.

Allegiant Private Advisors first reported a position in IYG in Q1 2021 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Allegiant Private Advisors held 45,168 shares of iShares US Financial Services ETF worth $2.79M as of Q2 2021.
  • Allegiant Private Advisors bought 40,188 iShares US Financial Services ETF shares in Q2 2021, an estimated $2.46M.
  • iShares US Financial Services ETF made up 0.45% of Allegiant Private Advisors's portfolio in Q2 2021, its #49 holding.
  • Allegiant Private Advisors first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.