Apeiron RIA’s iShares US Financial Services ETF IYG Stock Holding History

Apeiron RIA’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
2023 Q1	–	Sell	-13,548	Closed	-$711K	–	206
2022 Q4	$711K	Buy	13,548 +36	+0.3%	+$1.89K	0.27%	68
2022 Q3	$634K	Buy	+13,512	New	+$709K	0.29%	66
2022 Q2	–	Sell	-11,388	Closed	-$663K	–	172
2022 Q1	$663K	Buy	11,388 +918	+9%	+$57.9K	0.32%	64
2021 Q4	$674K	Buy	+10,470	New	+$683K	0.28%	73

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apeiron RIA's IYG Position: Q1 2023 in Review

Apeiron RIA sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 13,548 shares — an estimated $711K sold.

Apeiron RIA first reported a position in IYG in Q4 2021 and held it in 4 quarters. The position peaked at $711K in Q4 2022. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

Apeiron RIA reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
Apeiron RIA sold 13,548 iShares US Financial Services ETF shares in Q1 2023, an estimated $711K.
Apeiron RIA first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 4 quarters.
Apeiron RIA's iShares US Financial Services ETF position peaked at $711K in Q4 2022.
209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Apeiron RIA's 13F filing for Q1 2023, filed 13 Apr 2023.