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Concourse Financial Group Securities’s iShares US Financial Services ETF IYG Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-123
Closed -$10.1K – 1097
2024
Q4 		$10.1K Hold
123
– – ﹤0.01% 1717
2024
Q3 		$8.73K Hold
123
– – ﹤0.01% 1728
2024
Q2 		$8.02K Hold
123
– – ﹤0.01% 1751
2024
Q1 		$8.15K Hold
123
– – ﹤0.01% 1769
2023
Q4 		$7.35K Hold
123
– – ﹤0.01% 1759
2023
Q3 		$6.38K Hold
123
– – ﹤0.01% 1753
2023
Q2 		$6.48K Hold
123
– – ﹤0.01% 1776
2023
Q1 		$6.19K Sell
123
-714
-85% -$39K ﹤0.01% 1805
2022
Q4 		$43.9K Sell
837
-141
-14% -$7.39K ﹤0.01% 1136
2022
Q3 		$46K Hold
978
– – ﹤0.01% 974
2022
Q2 		$48K Buy
978
+33
+3% +$1.79K ﹤0.01% 1106
2022
Q1 		$57K Sell
945
-912
-49% -$57.5K ﹤0.01% 1090
2021
Q4 		$120K Buy
1,857
+159
+9% +$10.4K 0.01% 927
2021
Q3 		$106K Buy
1,698
+156
+10% +$9.79K 0.01% 965
2021
Q2 		$95K Sell
1,542
-27
-2% -$1.65K 0.01% 1012
2021
Q1 		$89K Hold
1,569
– – 0.01% 990
2020
Q4 		$78K Sell
1,569
-53,394
-97% -$2.41M 0.01% 993
2020
Q3 		$2.24M Buy
54,963
+10,809
+24% +$446K 0.19% 109
2020
Q2 		$1.76M Buy
44,154
+42,936
+3,525% +$1.65M 0.17% 114
2020
Q1 		$42K Hold
1,218
– – ﹤0.01% 972
2019
Q4 		$62K Buy
1,218
+993
+441% +$47.7K 0.01% 873
2019
Q3 		$10K Sell
225
-645
-74% -$29.1K ﹤0.01% 1147
2019
Q2 		$39K Buy
870
+525
+152% +$23K ﹤0.01% 957
2019
Q1 		$14K Hold
345
– – ﹤0.01% 1396
2018
Q4 		$12K Hold
345
– – ﹤0.01% 1357
2018
Q3 		$15K Buy
+345
New +$15.6K ﹤0.01% 955

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Concourse Financial Group Securities's IYG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 123 shares — an estimated $10.1K sold.

Concourse Financial Group Securities first reported a position in IYG in Q3 2018 and held it in 26 quarters. The position peaked at $2.24M in Q3 2020. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 123 iShares US Financial Services ETF shares in Q1 2025, an estimated $10.1K.
  • Concourse Financial Group Securities first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares US Financial Services ETF position peaked at $2.24M in Q3 2020.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.