Arbor Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Arbor Investment 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	–	Sell	-5,100	Closed	-$252K	–	95
2022 Q2	$252K	Hold	5,100	–	–	0.05%	87
2022 Q1	$307K	Hold	5,100	–	–	0.06%	86
2021 Q4	$328K	Hold	5,100	–	–	0.06%	80
2021 Q3	$320K	Hold	5,100	–	–	0.06%	77
2021 Q2	$315K	Hold	5,100	–	–	0.07%	78
2021 Q1	$291K	Hold	5,100	–	–	0.07%	76
2020 Q4	$255K	Hold	5,100	–	–	0.06%	79
2020 Q3	$207K	Hold	5,100	–	–	0.05%	85
2020 Q2	$203K	Buy	+5,100	New	+$196K	0.06%	81
2020 Q1	–	Sell	-5,100	Closed	-$258K	–	84
2019 Q4	$258K	Hold	5,100	–	–	0.07%	74
2019 Q3	$232K	Hold	5,100	–	–	0.07%	75
2019 Q2	$228K	Hold	5,100	–	–	0.07%	70
2019 Q1	$212K	Buy	+5,100	New	+$211K	0.07%	69

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arbor Investment Advisors's IYG Position: Q3 2022 in Review

Arbor Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 5,100 shares — an estimated $252K sold.

Arbor Investment Advisors first reported a position in IYG in Q1 2019 and held it in 13 quarters. The position peaked at $328K in Q4 2021. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

Arbor Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
Arbor Investment Advisors sold 5,100 iShares US Financial Services ETF shares in Q3 2022, an estimated $252K.
Arbor Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 13 quarters.
Arbor Investment Advisors's iShares US Financial Services ETF position peaked at $328K in Q4 2021.
218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Arbor Investment Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.