Client 1st Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

Client 1st Advisory Group’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	-3,603	Closed	-$217K	–	77
2022 Q1	$217K	Sell	3,603 -135	-4%	-$8.51K	0.11%	77
2021 Q4	$241K	Sell	3,738 -102	-3%	-$6.65K	0.12%	70
2021 Q3	$241K	Sell	3,840 -84	-2%	-$5.27K	0.12%	67
2021 Q2	$242K	Sell	3,924 -6,327	-62%	-$387K	0.13%	64
2021 Q1	$585K	Sell	10,251 -1,737	-14%	-$94K	0.34%	38
2020 Q4	$620K	Sell	11,988 -10,539	-47%	-$475K	0.4%	27
2020 Q3	$1.02M	Buy	22,527 +4,830	+27%	+$199K	0.72%	20
2020 Q2	$722K	Buy	+17,697	New	+$680K	0.6%	25

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

Client 1st Advisory Group's IYG Position: Q2 2022 in Review

Client 1st Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 3,603 shares — an estimated $217K sold.

Client 1st Advisory Group first reported a position in IYG in Q2 2020 and held it in 8 quarters. The position peaked at $1.02M in Q3 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Client 1st Advisory Group reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Client 1st Advisory Group sold 3,603 iShares US Financial Services ETF shares in Q2 2022, an estimated $217K.
Client 1st Advisory Group first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 8 quarters.
Client 1st Advisory Group's iShares US Financial Services ETF position peaked at $1.02M in Q3 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Client 1st Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.