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Dumont & Blake Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Dumont & Blake Investment 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
2022
Q2 		– Sell
-5,229
Closed -$314K – 207
2022
Q1 		$314K Buy
+5,229
New +$330K 0.09% 180

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dumont & Blake Investment Advisors's IYG Position: Q2 2022 in Review

Dumont & Blake Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 5,229 shares — an estimated $314K sold.

Dumont & Blake Investment Advisors first reported a position in IYG in Q1 2022 and held it in 1 quarter. The position peaked at $314K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Dumont & Blake Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 5,229 iShares US Financial Services ETF shares in Q2 2022, an estimated $314K.
  • Dumont & Blake Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's iShares US Financial Services ETF position peaked at $314K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.