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David Shaw’s iShares US Financial Services ETF IYG Stock Holding History

David Shaw’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
2024
Q3 		– Sell
-4,615
Closed -$301K – 4707
2024
Q2 		$301K Buy
+4,615
New +$300K ﹤0.01% 3886

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 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

David Shaw's IYG Position: Q3 2024 in Review

David Shaw sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 4,615 shares — an estimated $301K sold.

David Shaw first reported a position in IYG in Q2 2024 and held it in 1 quarter. The position peaked at $301K in Q2 2024. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • David Shaw reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
  • David Shaw sold 4,615 iShares US Financial Services ETF shares in Q3 2024, an estimated $301K.
  • David Shaw first reported a position in iShares US Financial Services ETF in Q2 2024 and held it in 1 quarter.
  • David Shaw's iShares US Financial Services ETF position peaked at $301K in Q2 2024.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on D.E. Shaw & Co's 13F filing for Q3 2024, filed 14 Nov 2024.