Archer Investment Corporation’s iShares US Financial Services ETF IYG Stock Holding History

Archer Investment Corporation’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
2024 Q3	–	Sell	-150	Closed	-$9.78K	–	1105
2024 Q2	$9.78K	Hold	150	–	–	﹤0.01%	663
2024 Q1	$9.95K	Hold	150	–	–	﹤0.01%	656
2023 Q4	$8.96K	Hold	150	–	–	﹤0.01%	674
2023 Q3	$7.73K	Hold	150	–	–	﹤0.01%	673
2023 Q2	$7.9K	Hold	150	–	–	﹤0.01%	665
2023 Q1	$7.55K	Hold	150	–	–	﹤0.01%	609
2022 Q4	$7.88K	Sell	150 -30	-17%	-$1.57K	﹤0.01%	562
2022 Q3	$8.47K	Sell	180 -15	-8%	-$787	﹤0.01%	540
2022 Q2	$9.63K	Sell	195 -225	-54%	-$12.2K	﹤0.01%	535
2022 Q1	$25.2K	Buy	420 +30	+8%	+$1.89K	0.01%	450
2021 Q4	$25.1K	Hold	390	–	–	0.01%	459
2021 Q3	$24.6K	Sell	390 -81	-17%	-$5.08K	0.01%	448
2021 Q2	$29.1K	Buy	471 +15	+3%	+$916	0.01%	383
2021 Q1	$26K	Buy	456 +234	+105%	+$12.7K	0.01%	440
2020 Q4	$11.1K	Buy	+222	New	+$10K	0.01%	488

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Archer Investment Corporation's IYG Position: Q3 2024 in Review

Archer Investment Corporation sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 150 shares — an estimated $9.78K sold.

Archer Investment Corporation first reported a position in IYG in Q4 2020 and held it in 15 quarters. The position peaked at $29.1K in Q2 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Archer Investment Corporation reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
Archer Investment Corporation sold 150 iShares US Financial Services ETF shares in Q3 2024, an estimated $9.78K.
Archer Investment Corporation first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 15 quarters.
Archer Investment Corporation's iShares US Financial Services ETF position peaked at $29.1K in Q2 2021.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Archer Investment Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.