Danda Trouve Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Danda Trouve Investment 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
2021 Q3	–	Sell	-39,657	Closed	-$2.45M	–	180
2021 Q2	$2.45M	Sell	39,657 -14,787	-27%	-$903K	2.91%	12
2021 Q1	$3.11M	Buy	54,444 +18,144	+50%	+$982K	3.83%	8
2020 Q4	$1.82M	Buy	+36,300	New	+$1.64M	2.22%	18

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Danda Trouve Investment Management's IYG Position: Q3 2021 in Review

Danda Trouve Investment Management sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 39,657 shares — an estimated $2.45M sold.

Danda Trouve Investment Management first reported a position in IYG in Q4 2020 and held it in 3 quarters. The position peaked at $3.11M in Q1 2021. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

Danda Trouve Investment Management reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
Danda Trouve Investment Management sold 39,657 iShares US Financial Services ETF shares in Q3 2021, an estimated $2.45M.
Danda Trouve Investment Management first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 3 quarters.
Danda Trouve Investment Management's iShares US Financial Services ETF position peaked at $3.11M in Q1 2021.
242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Danda Trouve Investment Management's 13F filing for Q3 2021, filed 1 Nov 2021.