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

AlphaMark 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
2024
Q4 		$108K Hold
1,388
– – 0.05% 170
2024
Q3 		$99K Hold
1,388
– – 0.03% 278
2024
Q2 		$91K Sell
1,388
-345
-20% -$22.4K 0.03% 288
2024
Q1 		$115K Sell
1,733
-100
-5% -$6.21K 0.04% 263
2023
Q4 		$109K Sell
1,833
-12
-0.7% -$646 0.04% 262
2023
Q3 		$95K Sell
1,845
-285
-13% -$15.4K 0.04% 260
2023
Q2 		$112K Sell
2,130
-150
-7% -$7.6K 0.05% 148
2023
Q1 		$115K Hold
2,280
– – 0.05% 150
2022
Q4 		$120K Sell
2,280
-675
-23% -$35.4K 0.06% 133
2022
Q3 		$139K Sell
2,955
-750
-20% -$39.4K 0.07% 119
2022
Q2 		$183K Hold
3,705
– – 0.08% 106
2022
Q1 		$223K Sell
3,705
-2,970
-44% -$187K 0.08% 115
2021
Q4 		$430K Sell
6,675
-630
-9% -$41.1K 0.15% 94
2021
Q3 		$458K Sell
7,305
-360
-5% -$22.6K 0.17% 85
2021
Q2 		$473K Sell
7,665
-450
-6% -$27.5K 0.17% 83
2021
Q1 		$463K Sell
8,115
-1,635
-17% -$88.5K 0.18% 79
2020
Q4 		$488K Sell
9,750
-342
-3% -$15.4K 0.19% 69
2020
Q3 		$411K Buy
10,092
+3
+0% +$124 0.17% 68
2020
Q2 		$402K Buy
10,089
+2,733
+37% +$105K 0.17% 62
2020
Q1 		$252K Buy
7,356
+1,245
+20% +$56.8K 0.14% 70
2019
Q4 		$309K Buy
6,111
+633
+12% +$30.4K 0.13% 79
2019
Q3 		$249K Buy
5,478
+2,400
+78% +$108K 0.11% 85
2019
Q2 		$137K Buy
3,078
+303
+11% +$13.3K 0.06% 122
2019
Q1 		$116K Buy
2,775
+2,475
+825% +$103K 0.05% 132
2018
Q4 		$11K Hold
300
– – 0.01% 304
2018
Q3 		$13K Hold
300
– – 0.01% 324
2018
Q2 		$13K Hold
300
– – 0.01% 337
2018
Q1 		$13K Buy
+300
New +$13.6K 0.01% 331

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

AlphaMark Advisors's IYG Position: Q4 2024 in Review

AlphaMark Advisors held its iShares US Financial Services ETF (IYG) position steady in Q4 2024 at 1,388 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #170.

AlphaMark Advisors first reported a position in IYG in Q1 2018 and has held it in 28 quarters since. The position peaked at $488K in Q4 2020. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • AlphaMark Advisors held 1,388 shares of iShares US Financial Services ETF worth $108K as of Q4 2024.
  • AlphaMark Advisors left its iShares US Financial Services ETF share count unchanged in Q4 2024.
  • iShares US Financial Services ETF made up 0.05% of AlphaMark Advisors's portfolio in Q4 2024, its #170 holding.
  • AlphaMark Advisors first reported a position in iShares US Financial Services ETF in Q1 2018 and has held it in 28 quarters since.
  • AlphaMark Advisors's iShares US Financial Services ETF position peaked at $488K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.