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Beta Wealth Group’s iShares US Financial Services ETF IYG Stock Holding History

Beta Wealth Group’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
2022
Q3 		– Sell
-10,569
Closed -$522K – 95
2022
Q2 		$522K Sell
10,569
-1,836
-15% -$99.6K 0.35% 47
2022
Q1 		$746K Buy
+12,405
New +$782K 0.5% 43

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beta Wealth Group's IYG Position: Q3 2022 in Review

Beta Wealth Group sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 10,569 shares — an estimated $522K sold.

Beta Wealth Group first reported a position in IYG in Q1 2022 and held it in 2 quarters. The position peaked at $746K in Q1 2022. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • Beta Wealth Group reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
  • Beta Wealth Group sold 10,569 iShares US Financial Services ETF shares in Q3 2022, an estimated $522K.
  • Beta Wealth Group first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 2 quarters.
  • Beta Wealth Group's iShares US Financial Services ETF position peaked at $746K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Beta Wealth Group's 13F filing for Q3 2022, filed 1 Nov 2022.