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IYG icon

Diversified’s iShares US Financial Services ETF IYG Stock Holding History

Diversified’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 		$2.33M Sell
32,760
-1,156
-3% -$79.4K 0.26% 37
2024
Q2 		$2.21M Sell
33,916
-152
-0.4% -$9.87K 0.26% 39
2024
Q1 		$2.26M Sell
34,068
-1,812
-5% -$113K 0.31% 24
2023
Q4 		$2.14M Sell
35,880
-300
-0.8% -$16.2K 0.46% 22
2023
Q3 		$1.87M Sell
36,180
-4,332
-11% -$234K 0.48% 22
2023
Q2 		$2.13M Sell
40,512
-3,903
-9% -$198K 0.54% 21
2023
Q1 		$2.23M Sell
44,415
-3,543
-7% -$193K 0.8% 20
2022
Q4 		$2.52M Sell
47,958
-5,631
-11% -$295K 0.99% 17
2022
Q3 		$2.52M Sell
53,589
-12,321
-19% -$647K 1.27% 16
2022
Q2 		$3.26M Sell
65,910
-12,516
-16% -$679K 1.35% 17
2022
Q1 		$4.71M Sell
78,426
-5,040
-6% -$318K 1.92% 12
2021
Q4 		$5.37M Buy
83,466
+1,716
+2% +$112K 2.27% 10
2021
Q3 		$5.13M Sell
81,750
-420
-0.5% -$26.4K 2.73% 7
2021
Q2 		$5.07M Sell
82,170
-16,986
-17% -$1.04M 2.83% 8
2021
Q1 		$5.66M Buy
99,156
+16,266
+20% +$880K 4.36% 4
2020
Q4 		$3.37M Buy
+82,890
New +$3.74M 2.87% 8

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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Diversified's IYG Position: Q3 2024 in Review

Diversified reduced its iShares US Financial Services ETF (IYG) stake by 3.4% in Q3 2024, selling an estimated $79.4K and leaving 32,760 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #37.

Diversified first reported a position in IYG in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.66M in Q1 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Diversified held 32,760 shares of iShares US Financial Services ETF worth $2.33M as of Q3 2024.
  • Diversified sold 1,156 iShares US Financial Services ETF shares in Q3 2024, an estimated $79.4K.
  • iShares US Financial Services ETF made up 0.26% of Diversified's portfolio in Q3 2024, its #37 holding.
  • Diversified first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 16 quarters since.
  • Diversified's iShares US Financial Services ETF position peaked at $5.66M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.