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

Capital Wealth Alliance’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
Q4 		– Sell
-3,174
Closed -$225K – 82
2024
Q3 		$225K Sell
3,174
-1,173
-27% -$80.6K 0.13% 72
2024
Q2 		$283K Sell
4,347
-96
-2% -$6.24K 0.16% 80
2024
Q1 		$295K Buy
4,443
+621
+16% +$38.6K 0.17% 77
2023
Q4 		$228K Sell
3,822
-747
-16% -$40.2K 0.16% 83
2023
Q3 		$236K Sell
4,569
-2,955
-39% -$160K 0.18% 84
2023
Q2 		$396K Sell
7,524
-540
-7% -$27.4K 0.3% 70
2023
Q1 		$406K Sell
8,064
-7,098
-47% -$387K 0.33% 74
2022
Q4 		$796K Buy
15,162
+3,459
+30% +$181K 0.67% 34
2022
Q3 		$552K Sell
11,703
-6,234
-35% -$327K 0.46% 48
2022
Q2 		$887K Sell
17,937
-7,425
-29% -$403K 0.62% 42
2022
Q1 		$1.53M Sell
25,362
-4,353
-15% -$274K 0.91% 28
2021
Q4 		$1.91M Sell
29,715
-4,851
-14% -$316K 1.11% 24
2021
Q3 		$2.28M Buy
34,566
+213
+0.6% +$13.4K 1.38% 18
2021
Q2 		$2.04M Buy
34,353
+42
+0.1% +$2.57K 1.31% 16
2021
Q1 		$1.96M Buy
34,311
+10,338
+43% +$559K 1.31% 17
2020
Q4 		$1.21M Buy
23,973
+4,290
+22% +$194K 0.89% 29
2020
Q3 		$800K Sell
19,683
-924
-4% -$38.1K 0.72% 39
2020
Q2 		$818K Sell
20,607
-10,281
-33% -$395K 0.85% 37
2020
Q1 		$1.06M Buy
30,888
+6,894
+29% +$315K 1.11% 36
2019
Q4 		$1.2M Buy
+23,994
New +$1.15M 1% 30

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Wealth Alliance's IYG Position: Q4 2024 in Review

Capital Wealth Alliance sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 3,174 shares — an estimated $225K sold.

Capital Wealth Alliance first reported a position in IYG in Q4 2019 and held it in 20 quarters. The position peaked at $2.28M in Q3 2021. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Capital Wealth Alliance reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 3,174 iShares US Financial Services ETF shares in Q4 2024, an estimated $225K.
  • Capital Wealth Alliance first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 20 quarters.
  • Capital Wealth Alliance's iShares US Financial Services ETF position peaked at $2.28M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Capital Wealth Alliance's 13F filing for Q4 2024, filed 29 Jan 2025.