Capital Asset Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

Capital Asset Advisory Services’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 Q2	–	Sell	-411	Closed	-$25K	–	593
2022 Q1	$25K	Hold	411	–	–	﹤0.01%	448
2021 Q4	$26K	Hold	411	–	–	﹤0.01%	472
2021 Q3	$26K	Sell	411 -24	-6%	-$1.51K	﹤0.01%	539
2021 Q2	$27K	Buy	+435	New	+$26.6K	﹤0.01%	567

Other funds holding IYG

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Asset Advisory Services's IYG Position: Q2 2022 in Review

Capital Asset Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 411 shares — an estimated $25K sold.

Capital Asset Advisory Services first reported a position in IYG in Q2 2021 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Capital Asset Advisory Services reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 411 iShares US Financial Services ETF shares in Q2 2022, an estimated $25K.
Capital Asset Advisory Services first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 4 quarters.
Capital Asset Advisory Services's iShares US Financial Services ETF position peaked at $27K in Q2 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Capital Asset Advisory Services's 13F filing for Q2 2022, filed 11 Aug 2022.