Cary Street Partners Investment Advisory’s iShares US Financial Services ETF IYG Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-360	Closed	-$18.6K	–	1233
2023 Q3	$18.6K	Hold	360	–	–	﹤0.01%	1149
2023 Q2	$19K	Hold	360	–	–	﹤0.01%	1059
2023 Q1	$18.1K	Hold	360	–	–	﹤0.01%	999
2022 Q4	$18.9K	Buy	+360	New	+$18.9K	﹤0.01%	995

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 360 shares — an estimated $18.6K sold.

Cary Street Partners Investment Advisory first reported a position in IYG in Q4 2022 and held it in 4 quarters. The position peaked at $19K in Q2 2023. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 360 iShares US Financial Services ETF shares in Q4 2023, an estimated $18.6K.
Cary Street Partners Investment Advisory first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares US Financial Services ETF position peaked at $19K in Q2 2023.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.