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

American Portfolios 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
2022
Q3 		$50.8K Hold
1,080
– – ﹤0.01% 1691
2022
Q2 		$53.4K Hold
1,080
– – ﹤0.01% 1724
2022
Q1 		$64.9K Sell
1,080
-618
-36% -$39K ﹤0.01% 1756
2021
Q4 		$109K Sell
1,698
-93
-5% -$6.06K ﹤0.01% 1469
2021
Q3 		$112K Sell
1,791
-216
-11% -$13.6K ﹤0.01% 1404
2021
Q2 		$124K Buy
2,007
+702
+54% +$42.9K ﹤0.01% 1325
2021
Q1 		$74.5K Buy
1,305
+351
+37% +$19K ﹤0.01% 1433
2020
Q4 		$47.7K Sell
954
-375
-28% -$16.9K ﹤0.01% 1429
2020
Q3 		$54.1K Sell
1,329
-1,968
-60% -$81.2K ﹤0.01% 1292
2020
Q2 		$131K Sell
3,297
-168
-5% -$6.46K 0.01% 904
2020
Q1 		$119K Sell
3,465
-27
-0.8% -$1.23K 0.01% 834
2019
Q4 		$177K Buy
3,492
+1,599
+84% +$76.8K 0.01% 793
2019
Q3 		$86.1K Hold
1,893
– – 0.01% 1063
2019
Q2 		$84.5K Sell
1,893
-822
-30% -$36K 0.01% 1058
2019
Q1 		$113K Buy
2,715
+339
+14% +$14K 0.01% 834
2018
Q4 		$88.9K Sell
2,376
-1,509
-39% -$62.2K 0.01% 768
2018
Q3 		$173K Buy
3,885
+339
+10% +$15.3K 0.02% 634
2018
Q2 		$153K Hold
3,546
– – 0.02% 660
2018
Q1 		$155K Buy
3,546
+816
+30% +$37.1K 0.02% 611
2017
Q4 		$119K Buy
+2,730
New +$114K 0.02% 670

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $40.4B AUM 21.2% 1-Year Est. Return

American Portfolios Advisors's IYG Position: Q3 2022 in Review

American Portfolios Advisors held its iShares US Financial Services ETF (IYG) position steady in Q3 2022 at 1,080 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

American Portfolios Advisors first reported a position in IYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $177K in Q4 2019. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • American Portfolios Advisors held 1,080 shares of iShares US Financial Services ETF worth $50.8K as of Q3 2022.
  • American Portfolios Advisors left its iShares US Financial Services ETF share count unchanged in Q3 2022.
  • iShares US Financial Services ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1691 holding.
  • American Portfolios Advisors first reported a position in iShares US Financial Services ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Financial Services ETF position peaked at $177K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.