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Atria Investments’s iShares US Financial Services ETF IYG Stock Holding History

Atria Investments’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
-4,498
Closed -$293K – 1980
2024
Q2 		$293K Buy
+4,498
New +$292K ﹤0.01% 1597
2022
Q2 		– Sell
-89,238
Closed -$5.36M – 813
2022
Q1 		$5.36M Buy
89,238
+26,661
+43% +$1.68M 0.09% 260
2021
Q4 		$4.03M Buy
62,577
+5,292
+9% +$345K 0.07% 337
2021
Q3 		$3.59M Buy
57,285
+2,493
+5% +$156K 0.06% 346
2021
Q2 		$3.38M Buy
+54,792
New +$3.35M 0.07% 339
2020
Q4 		– Sell
-119,052
Closed -$4.84M – 683
2020
Q3 		$4.84M Buy
119,052
+32,502
+38% +$1.34M 0.15% 160
2020
Q2 		$3.44M Buy
+86,550
New +$3.33M 0.12% 201
2018
Q4 		– Sell
-4,755
Closed -$211K – 960
2018
Q3 		$211K Sell
4,755
-1,596
-25% -$72.2K 0.01% 918
2018
Q2 		$274K Sell
6,351
-31,056
-83% -$1.38M 0.01% 765
2018
Q1 		$1.63M Sell
37,407
-1,365
-4% -$62K 0.08% 241
2017
Q4 		$1.69M Sell
38,772
-4,962
-11% -$207K 0.08% 240
2017
Q3 		$1.75M Buy
+43,734
New +$1.67M 0.1% 213
2017
Q2 		– Sell
-53,538
Closed -$1.95M – 776
2017
Q1 		$1.95M Buy
53,538
+759
+1% +$27.9K 0.13% 186
2016
Q4 		$1.87M Buy
+52,779
New +$1.72M 0.14% 139
2016
Q1 		– Sell
-24,111
Closed -$659K – 465
2015
Q4 		$659K Buy
+24,111
New +$732K 0.07% 191

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Atria Investments's IYG Position: Q3 2024 in Review

Atria Investments sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 4,498 shares — an estimated $293K sold.

Atria Investments first reported a position in IYG in Q4 2015 and held it in 15 quarters. The position peaked at $5.36M in Q1 2022. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Atria Investments reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 4,498 iShares US Financial Services ETF shares in Q3 2024, an estimated $293K.
  • Atria Investments first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 15 quarters.
  • Atria Investments's iShares US Financial Services ETF position peaked at $5.36M in Q1 2022.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.