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DFPG Investments’s iShares US Financial Services ETF IYG Stock Holding History

DFPG Investments’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
2023
Q1 		– Sell
-4,644
Closed -$258K – 523
2022
Q4 		$258K Buy
4,644
+252
+6% +$13.2K 0.04% 386
2022
Q3 		$219K Sell
4,392
-24
-0.5% -$1.26K 0.09% 155
2022
Q2 		$224K Buy
4,416
+54
+1% +$2.93K 0.1% 138
2022
Q1 		$251K Sell
4,362
-120
-3% -$7.57K 0.1% 135
2021
Q4 		$285K Sell
4,482
-24
-0.5% -$1.56K 0.12% 128
2021
Q3 		$292K Sell
4,506
-1,395
-24% -$87.5K 0.11% 130
2021
Q2 		$366K Sell
5,901
-75
-1% -$4.58K 0.14% 113
2021
Q1 		$349K Sell
5,976
-2,766
-32% -$150K 0.15% 112
2020
Q4 		$458K Sell
8,742
-399
-4% -$18K 0.21% 102
2020
Q3 		$386K Sell
9,141
-651
-7% -$26.9K 0.21% 104
2020
Q2 		$385K Buy
9,792
+327
+3% +$12.6K 0.23% 99
2020
Q1 		$335K Sell
9,465
-159
-2% -$7.26K 0.25% 99
2019
Q4 		$490K Buy
9,624
+579
+6% +$27.8K 0.32% 90
2019
Q3 		$394K Buy
9,045
+1,077
+14% +$48.5K 0.33% 88
2019
Q2 		$362K Buy
+7,968
New +$349K 0.35% 93

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DFPG Investments's IYG Position: Q1 2023 in Review

DFPG Investments sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 4,644 shares — an estimated $258K sold.

DFPG Investments first reported a position in IYG in Q2 2019 and held it in 15 quarters. The position peaked at $490K in Q4 2019. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

  • DFPG Investments reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
  • DFPG Investments sold 4,644 iShares US Financial Services ETF shares in Q1 2023, an estimated $258K.
  • DFPG Investments first reported a position in iShares US Financial Services ETF in Q2 2019 and held it in 15 quarters.
  • DFPG Investments's iShares US Financial Services ETF position peaked at $490K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on DFPG Investments's 13F filing for Q1 2023, filed 11 Apr 2023.