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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
Q1 		– Sell
-28,800
Closed -$1.85M – 581
2021
Q4 		$1.85M Buy
+28,800
New +$1.88M 0.02% 137

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
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.