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Benjamin F. Edwards & Company’s iShares US Financial Services ETF IYG Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$41K Hold
634
– – ﹤0.01% 1380
2024
Q1 		$42K Sell
634
-98
-13% -$6.09K ﹤0.01% 1354
2023
Q4 		$44K Sell
732
-60
-8% -$3.23K ﹤0.01% 1283
2023
Q3 		$41K Hold
792
– – ﹤0.01% 1115
2023
Q2 		$42K Sell
792
-48
-6% -$2.43K ﹤0.01% 1133
2023
Q1 		$42K Sell
840
-3,123
-79% -$170K ﹤0.01% 1135
2022
Q4 		$208K Sell
3,963
-15
-0.4% -$786 0.01% 713
2022
Q3 		$187K Sell
3,978
-654
-14% -$34.3K 0.01% 688
2022
Q2 		$229K Buy
4,632
+390
+9% +$21.1K 0.01% 641
2022
Q1 		$255K Sell
4,242
-69
-2% -$4.35K 0.01% 615
2021
Q4 		$277K Sell
4,311
-3
-0.1% -$196 0.01% 597
2021
Q3 		$271K Hold
4,314
– – 0.01% 577
2021
Q2 		$266K Buy
4,314
+279
+7% +$17K 0.01% 585
2021
Q1 		$230K Sell
4,035
-48
-1% -$2.6K 0.01% 639
2020
Q4 		$204K Sell
4,083
-78
-2% -$3.52K 0.01% 635
2020
Q3 		$169K Buy
4,161
+186
+5% +$7.67K 0.01% 627
2020
Q2 		$158K Buy
3,975
+381
+11% +$14.6K 0.01% 620
2020
Q1 		$123K Sell
3,594
-1,524
-30% -$69.6K 0.01% 633
2019
Q4 		$259K Buy
5,118
+1,818
+55% +$87.3K 0.02% 541
2019
Q3 		$150K Buy
3,300
+3,216
+3,829% +$145K 0.01% 634
2019
Q2 		$4K Buy
+84
New +$3.68K ﹤0.01% 1678

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's IYG Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares US Financial Services ETF (IYG) position steady in Q2 2024 at 634 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Benjamin F. Edwards & Company first reported a position in IYG in Q2 2019 and has held it in 21 quarters since. The position peaked at $277K in Q4 2021. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

  • Benjamin F. Edwards & Company held 634 shares of iShares US Financial Services ETF worth $41K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares US Financial Services ETF share count unchanged in Q2 2024.
  • iShares US Financial Services ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1380 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Financial Services ETF in Q2 2019 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's iShares US Financial Services ETF position peaked at $277K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.