AS
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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 0.03% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return