Financial Advocates Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-37,455	Closed	-$689K	–	740
2022 Q1	$689K	Buy	+37,455	New	+$2.36M	0.05%	374
2021 Q1	–	Sell	-7,815	Closed	-$499K	–	773
2020 Q4	$499K	Buy	7,815 +2,649	+51%	+$119K	0.03%	451
2020 Q3	$210K	Sell	5,166 -43,386	-89%	-$1.79M	0.02%	575
2020 Q2	$1.15M	Buy	+48,552	New	+$1.87M	0.11%	221

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's IYG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 37,455 shares — an estimated $689K sold.

Financial Advocates Investment Management first reported a position in IYG in Q2 2020 and held it in 4 quarters. The position peaked at $1.15M in Q2 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Financial Advocates Investment Management reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 37,455 iShares US Financial Services ETF shares in Q2 2022, an estimated $689K.
Financial Advocates Investment Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 4 quarters.
Financial Advocates Investment Management's iShares US Financial Services ETF position peaked at $1.15M in Q2 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.