Aspire Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Aspire Wealth Management’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	$17.9K	Hold	253	–	–	0.01%	163
2024 Q2	$16.5K	Sell	253 -1	-0.4%	-$65	0.01%	151
2024 Q1	$16.8K	Sell	254 -16	-6%	-$994	0.01%	155
2023 Q4	$16.1K	Buy	270 +3	+1%	+$162	0.01%	148
2023 Q3	$13.7K	Hold	267	–	–	0.01%	148
2023 Q2	$14.1K	Sell	267 -3	-1%	-$152	0.01%	154
2023 Q1	$13.6K	Sell	270 -105	-28%	-$5.73K	0.01%	152
2022 Q4	$19.6K	Buy	375 +6	+2%	+$314	0.02%	143
2022 Q3	$17K	Hold	369	–	–	0.02%	135
2022 Q2	$18K	Sell	369 -402	-52%	-$21.8K	0.02%	136
2022 Q1	$46K	Sell	771 -420	-35%	-$26.5K	0.04%	123
2021 Q4	$77K	Buy	+1,191	New	+$77.6K	0.06%	112

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Aspire Wealth Management's IYG Position: Q3 2024 in Review

Aspire Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q3 2024 at 253 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #163.

Aspire Wealth Management first reported a position in IYG in Q4 2021 and has held it in 12 quarters since. The position peaked at $77K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Aspire Wealth Management held 253 shares of iShares US Financial Services ETF worth $17.9K as of Q3 2024.
Aspire Wealth Management left its iShares US Financial Services ETF share count unchanged in Q3 2024.
iShares US Financial Services ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #163 holding.
Aspire Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares US Financial Services ETF position peaked at $77K in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.