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Cassady Schiller Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Cassady Schiller Wealth Management’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 		$46.7K Hold
600
– – 0.02% 210
2024
Q3 		$42.6K Hold
600
– – 0.02% 215
2024
Q2 		$39.1K Hold
600
– – 0.02% 219
2024
Q1 		$39.8K Hold
600
– – 0.02% 232
2023
Q4 		$35.8K Hold
600
– – 0.02% 227
2023
Q3 		$30.9K Hold
600
– – 0.02% 232
2023
Q2 		$31.6K Hold
600
– – 0.02% 241
2023
Q1 		$30.2K Hold
600
– – 0.01% 239
2022
Q4 		$31.5K Buy
+600
New +$31.4K 0.02% 232
2022
Q1 		– Sell
-600
Closed -$39K – 353
2021
Q4 		$39K Buy
+600
New +$39.1K 0.02% 222

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

Cassady Schiller Wealth Management's IYG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q4 2024 at 600 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #210.

Cassady Schiller Wealth Management first reported a position in IYG in Q4 2021 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Cassady Schiller Wealth Management held 600 shares of iShares US Financial Services ETF worth $46.7K as of Q4 2024.
  • Cassady Schiller Wealth Management left its iShares US Financial Services ETF share count unchanged in Q4 2024.
  • iShares US Financial Services ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #210 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.