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CFS Investment Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

CFS Investment 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
-57,345
Closed – – 376
2022
Q1 		$0 Buy
+57,345
New +$3.62M ﹤0.01% 481

Other funds holding IYG

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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFS Investment Advisory Services's IYG Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 57,345 shares.

CFS Investment Advisory Services first reported a position in IYG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 57,345 iShares US Financial Services ETF shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares US Financial Services ETF position peaked at $0 in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.