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Ascent Group’s iShares US Financial Services ETF IYG Stock Holding History

Ascent Group’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
Q2 		– Sell
-9,105
Closed -$547K – 484
2022
Q1 		$547K Buy
9,105
+303
+3% +$19.1K 0.06% 284
2021
Q4 		$546K Buy
+8,802
New +$574K 0.07% 283

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ascent Group's IYG Position: Q2 2022 in Review

Ascent Group sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 9,105 shares — an estimated $547K sold.

Ascent Group first reported a position in IYG in Q4 2021 and held it in 2 quarters. The position peaked at $547K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Ascent Group reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Ascent Group sold 9,105 iShares US Financial Services ETF shares in Q2 2022, an estimated $547K.
  • Ascent Group first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 2 quarters.
  • Ascent Group's iShares US Financial Services ETF position peaked at $547K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Ascent Group's 13F filing for Q2 2022, filed 5 Aug 2022.