Altshuler Shaham’s iShares US Financial Services ETF IYG Stock Holding History

Altshuler Shaham’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	-33,954	Closed	-$1.62M	–	531
2022 Q3	$1.62M	Hold	33,954	–	–	0.04%	50
2022 Q2	$1.68M	Sell	33,954 -300	-0.9%	-$16.3K	0.03%	57
2022 Q1	$2.06M	Buy	34,254 +8,799	+35%	+$555K	0.02%	117
2021 Q4	$1.64M	Sell	25,455 -1,375,398	-98%	-$89.7M	0.01%	146
2021 Q3	$34.9M	Buy	1,400,853 +1,192,902	+574%	+$74.9M	0.26%	33
2021 Q2	$12.8M	Sell	207,951 -582	-0.3%	-$35.6K	0.1%	57
2021 Q1	$11.9M	Sell	208,533 -183,414	-47%	-$9.92M	0.12%	38
2020 Q4	$19.6M	Sell	391,947 -309,726	-44%	-$14M	0.39%	23
2020 Q3	$28.5M	Buy	+701,673	New	+$28.9M	0.67%	22

Other funds holding IYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altshuler Shaham's IYG Position: Q4 2022 in Review

Altshuler Shaham sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 33,954 shares — an estimated $1.62M sold.

Altshuler Shaham first reported a position in IYG in Q3 2020 and held it in 9 quarters. The position peaked at $34.9M in Q3 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Altshuler Shaham reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 33,954 iShares US Financial Services ETF shares in Q4 2022, an estimated $1.62M.
Altshuler Shaham first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 9 quarters.
Altshuler Shaham's iShares US Financial Services ETF position peaked at $34.9M in Q3 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.