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Capital Analysts LLC’s iShares US Financial Services ETF IYG Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-348
Closed -$18K – 1182
2023
Q2 		$18K Hold
348
– – ﹤0.01% 741
2023
Q1 		$18K Sell
348
-777
-69% -$42.4K ﹤0.01% 747
2022
Q4 		$59K Buy
+1,125
New +$59K ﹤0.01% 591
2021
Q3 		– Sell
-90
Closed -$6K – 1005
2021
Q2 		$6K Buy
+90
New +$5.5K ﹤0.01% 801

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
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
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
Royal Bank of Canada
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Analysts LLC's IYG Position: Q3 2023 in Review

Capital Analysts LLC sold out of iShares US Financial Services ETF (IYG) in Q3 2023, closing a stake of 348 shares — an estimated $18K sold.

Capital Analysts LLC first reported a position in IYG in Q2 2021 and held it in 4 quarters. The position peaked at $59K in Q4 2022. 196 funds tracked by Wall St. Rank hold IYG as of Q3 2023.

  • Capital Analysts LLC reported no remaining iShares US Financial Services ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 348 iShares US Financial Services ETF shares in Q3 2023, an estimated $18K.
  • Capital Analysts LLC first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 4 quarters.
  • Capital Analysts LLC's iShares US Financial Services ETF position peaked at $59K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.