FDx Advisors’s iShares US Financial Services ETF IYG Stock Holding History

FDx 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
2024 Q1	–	Sell	-5,040	Closed	-$301K	–	503
2023 Q4	$301K	Sell	5,040 -900	-15%	-$48.5K	0.02%	526
2023 Q3	$306K	Sell	5,940 -663	-10%	-$35.9K	0.03%	468
2023 Q2	$348K	Sell	6,603 -120	-2%	-$6.08K	0.02%	551
2023 Q1	$353K	Hold	6,723	–	–	0.02%	509
2022 Q4	$353K	Buy	6,723 +2,055	+44%	+$108K	0.02%	509
2022 Q3	$220K	Buy	+4,668	New	+$245K	0.01%	657
2018 Q1	–	Sell	-5,556	Closed	-$242K	–	1213
2017 Q4	$242K	Sell	5,556 -696	-11%	-$29K	0.01%	1124
2017 Q3	$250K	Buy	6,252 +324	+5%	+$12.4K	0.01%	1108
2017 Q2	$224K	Sell	5,928 -330	-5%	-$12K	0.01%	1098
2017 Q1	$228K	Sell	6,258 -201	-3%	-$7.38K	0.01%	1070
2016 Q4	$229K	Buy	+6,459	New	+$211K	0.01%	1040

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

FDx Advisors's IYG Position: Q1 2024 in Review

FDx Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 5,040 shares — an estimated $301K sold.

FDx Advisors first reported a position in IYG in Q4 2016 and held it in 11 quarters. The position peaked at $353K in Q1 2023. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

FDx Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 5,040 iShares US Financial Services ETF shares in Q1 2024, an estimated $301K.
FDx Advisors first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 11 quarters.
FDx Advisors's iShares US Financial Services ETF position peaked at $353K in Q1 2023.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.