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Allred Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-756
Closed -$43.2K – 476
2021
Q1 		$43.2K Buy
+756
New +$40.9K 0.02% 412
2020
Q1 		– Sell
-1,680
Closed -$85K – 413
2019
Q4 		$85K Buy
+1,680
New +$80.7K 0.05% 241

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

Allred Capital Management's IYG Position: Q2 2021 in Review

Allred Capital Management sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 756 shares — an estimated $43.2K sold.

Allred Capital Management first reported a position in IYG in Q4 2019 and held it in 2 quarters. The position peaked at $85K in Q4 2019. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Allred Capital Management reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 756 iShares US Financial Services ETF shares in Q2 2021, an estimated $43.2K.
  • Allred Capital Management first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's iShares US Financial Services ETF position peaked at $85K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.