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Aveo Capital Partners’s iShares US Financial Services ETF IYG Stock Holding History

Aveo Capital Partners’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
2021
Q3 		– Sell
-4,476
Closed -$276K – 272
2021
Q2 		$276K Buy
+4,476
New +$273K 0.06% 223
2017
Q1 		– Sell
-40,965
Closed -$1.45M – 182
2016
Q4 		$1.45M Buy
+40,965
New +$1.34M 0.41% 41

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aveo Capital Partners's IYG Position: Q3 2021 in Review

Aveo Capital Partners sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 4,476 shares — an estimated $276K sold.

Aveo Capital Partners first reported a position in IYG in Q4 2016 and held it in 2 quarters. The position peaked at $1.45M in Q4 2016. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

  • Aveo Capital Partners reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 4,476 iShares US Financial Services ETF shares in Q3 2021, an estimated $276K.
  • Aveo Capital Partners first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 2 quarters.
  • Aveo Capital Partners's iShares US Financial Services ETF position peaked at $1.45M in Q4 2016.
  • 242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.