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Eagle Strategies’s iShares US Financial Services ETF IYG Stock Holding History

Eagle Strategies’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
Q2 		– Sell
-5,410
Closed -$359K – 279
2024
Q1 		$359K Buy
+5,410
New +$336K 0.08% 196

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eagle Strategies's IYG Position: Q2 2024 in Review

Eagle Strategies sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 5,410 shares — an estimated $359K sold.

Eagle Strategies first reported a position in IYG in Q1 2024 and held it in 1 quarter. The position peaked at $359K in Q1 2024. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

  • Eagle Strategies reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 5,410 iShares US Financial Services ETF shares in Q2 2024, an estimated $359K.
  • Eagle Strategies first reported a position in iShares US Financial Services ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's iShares US Financial Services ETF position peaked at $359K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.