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

Bison Wealth’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
Q4 		– Sell
-168
Closed -$11K – 414
2021
Q3 		$11K Sell
168
-27
-14% -$1.69K 0.01% 415
2021
Q2 		$12K Hold
195
– – 0.01% 396
2021
Q1 		$11K Hold
195
– – ﹤0.01% 412
2020
Q4 		$10K Sell
195
-123
-39% -$5.55K ﹤0.01% 368
2020
Q3 		$13K Buy
318
+123
+63% +$5.07K 0.01% 307
2020
Q2 		$8K Sell
195
-141
-42% -$5.42K 0.01% 320
2020
Q1 		$11K Hold
336
– – 0.01% 289
2019
Q4 		$17K Buy
+336
New +$16.1K 0.01% 337

Other funds holding IYG

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
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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's IYG Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Financial Services ETF (IYG) in Q4 2021, closing a stake of 168 shares — an estimated $11K sold.

Bison Wealth first reported a position in IYG in Q4 2019 and held it in 8 quarters. The position peaked at $17K in Q4 2019. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Bison Wealth reported no remaining iShares US Financial Services ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 168 iShares US Financial Services ETF shares in Q4 2021, an estimated $11K.
  • Bison Wealth first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's iShares US Financial Services ETF position peaked at $17K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.