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Family Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Family Asset Management’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 		$9.38K Buy
132
+57
+76% +$3.92K 0.01% 180
2024
Q2 		$4.89K Buy
75
+12
+19% +$779 ﹤0.01% 190
2024
Q1 		$4.18K Hold
63
– – ﹤0.01% 169
2023
Q4 		$3.76K Buy
+63
New +$3.39K ﹤0.01% 170

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

Family Asset Management's IYG Position: Q3 2024 in Review

Family Asset Management increased its iShares US Financial Services ETF (IYG) stake by 76% in Q3 2024, buying an estimated $3.92K and bringing the position to 132 shares worth $9.38K. The position accounts for 0.01% of the portfolio, ranked #180.

Family Asset Management first reported a position in IYG in Q4 2023 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Family Asset Management held 132 shares of iShares US Financial Services ETF worth $9.38K as of Q3 2024.
  • Family Asset Management bought 57 iShares US Financial Services ETF shares in Q3 2024, an estimated $3.92K.
  • iShares US Financial Services ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #180 holding.
  • Family Asset Management first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.