CoreCap Advisors’s iShares US Financial Services ETF IYG Stock Holding History

CoreCap Advisors’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	-6	Closed	-$467	–	3228
2024 Q4	$467	Sell	6 -1,275	-100%	-$98.3K	﹤0.01%	2536
2024 Q3	$91K	Buy	+1,281	New	+$88K	﹤0.01%	954
2024 Q2	–	Sell	-9	Closed	-$598	–	2123
2024 Q1	$598	Buy	+9	New	+$559	﹤0.01%	2308
2022 Q4	$5.2K	Buy	+99	New	+$5.19K	﹤0.01%	1739
2022 Q3	–	Sell	-99	Closed	-$5K	–	1315
2022 Q2	$5K	Buy	+99	New	+$5.37K	﹤0.01%	1675
2022 Q1	–	Sell	-3	Closed	-$1K	–	1315
2021 Q4	$1K	Buy	+3	New	+$196	﹤0.01%	2156

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CoreCap Advisors's IYG Position: Q1 2025 in Review

CoreCap Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 6 shares — an estimated $467 sold.

CoreCap Advisors first reported a position in IYG in Q4 2021 and held it in 6 quarters. The position peaked at $91K in Q3 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

CoreCap Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 6 iShares US Financial Services ETF shares in Q1 2025, an estimated $467.
CoreCap Advisors first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 6 quarters.
CoreCap Advisors's iShares US Financial Services ETF position peaked at $91K in Q3 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.