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

Avior 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
2023 Q4	–	Sell	-99	Closed	-$5.1K	–	1611
2023 Q3	$5.1K	Hold	99	–	–	﹤0.01%	1186
2023 Q2	$5.21K	Hold	99	–	–	﹤0.01%	1154
2023 Q1	$4.98K	Buy	99 +9	+10%	+$491	﹤0.01%	1204
2022 Q4	$4.72K	Hold	90	–	–	﹤0.01%	960
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	959
2022 Q2	$4K	Buy	+90	New	+$4.88K	﹤0.01%	883
2020 Q4	–	Sell	-96	Closed	-$3K	–	1031
2020 Q3	$3K	Buy	96 +72	+300%	+$2.97K	﹤0.01%	793
2020 Q2	$0	Buy	+24	New	+$922	﹤0.01%	949

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's IYG Position: Q4 2023 in Review

Avior Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 99 shares — an estimated $5.1K sold.

Avior Wealth Management first reported a position in IYG in Q2 2020 and held it in 8 quarters. The position peaked at $5.21K in Q2 2023. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

Avior Wealth Management reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 99 iShares US Financial Services ETF shares in Q4 2023, an estimated $5.1K.
Avior Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 8 quarters.
Avior Wealth Management's iShares US Financial Services ETF position peaked at $5.21K in Q2 2023.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.