Aspire Private Capital’s iShares US Financial Services ETF IYG Stock Holding History

Aspire Private Capital’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 Q1	–	Sell	-21	Closed	-$1K	–	639
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	586
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	551
2021 Q2	$1K	Sell	21 -1,506	-99%	-$92K	﹤0.01%	546
2021 Q1	$87K	Sell	1,527 -597	-28%	-$32.3K	0.03%	190
2020 Q4	$106K	Sell	2,124 -348	-14%	-$15.7K	0.04%	179
2020 Q3	$101K	Buy	2,472 +159	+7%	+$6.56K	0.04%	167
2020 Q2	$92K	Buy	+2,313	New	+$88.9K	0.04%	141

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

RIG

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Aspire Private Capital's IYG Position: Q1 2022 in Review

Aspire Private Capital sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in IYG in Q2 2020 and held it in 7 quarters. The position peaked at $106K in Q4 2020. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

Aspire Private Capital reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
Aspire Private Capital sold 21 iShares US Financial Services ETF shares in Q1 2022, an estimated $1K.
Aspire Private Capital first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 7 quarters.
Aspire Private Capital's iShares US Financial Services ETF position peaked at $106K in Q4 2020.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Aspire Private Capital's 13F filing for Q1 2022, filed 10 May 2022.