Financial Architects (New Jersey)’s iShares US Financial Services ETF IYG Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$237K	Hold	4,500	–	–	0.04%	293
2023 Q1	$226K	Hold	4,500	–	–	0.04%	296
2022 Q4	$236K	Hold	4,500	–	–	0.04%	296
2022 Q3	$212K	Buy	+4,500	New	+$236K	0.04%	296
2022 Q2	–	Sell	-4,500	Closed	-$270K	–	148
2022 Q1	$270K	Hold	4,500	–	–	0.04%	283
2021 Q4	$290K	Hold	4,500	–	–	0.04%	272
2021 Q3	$282K	Hold	4,500	–	–	0.04%	271
2021 Q2	$278K	Hold	4,500	–	–	0.04%	283
2021 Q1	$257K	Hold	4,500	–	–	0.04%	275
2020 Q4	$225K	Buy	+4,500	New	+$203K	0.04%	272
2020 Q3	–	Sell	-4,500	Closed	-$179K	–	520
2020 Q2	$179K	Hold	4,500	–	–	0.04%	260
2020 Q1	$154K	Hold	4,500	–	–	0.04%	255
2019 Q4	$228K	Hold	4,500	–	–	0.05%	228
2019 Q3	$205K	Hold	4,500	–	–	0.05%	227
2019 Q2	$201K	Hold	4,500	–	–	0.04%	251
2019 Q1	$187K	Hold	4,500	–	–	0.03%	305
2018 Q4	$168K	Hold	4,500	–	–	0.03%	289
2018 Q3	$200K	Hold	4,500	–	–	0.03%	312
2018 Q2	$194K	Hold	4,500	–	–	0.03%	278
2018 Q1	$196K	Hold	4,500	–	–	0.04%	311
2017 Q4	$196K	Hold	4,500	–	–	0.03%	331
2017 Q3	$180K	Hold	4,500	–	–	0.03%	347
2017 Q2	$170K	Hold	4,500	–	–	0.03%	354
2017 Q1	$164K	Hold	4,500	–	–	0.03%	337
2016 Q4	$159K	Hold	4,500	–	–	0.04%	292
2016 Q3	$132K	Hold	4,500	–	–	0.04%	330
2016 Q2	$121K	Hold	4,500	–	–	0.03%	330
2016 Q1	$122K	Buy	+4,500	New	+$119K	0.04%	245
2015 Q3	–	Sell	-4,500	Closed	-$141K	–	566
2015 Q2	$141K	Hold	4,500	–	–	0.05%	242
2015 Q1	$134K	Buy	+4,500	New	+$133K	0.05%	245

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Financial Architects (New Jersey)'s IYG Position: Q2 2023 in Review

Financial Architects (New Jersey) held its iShares US Financial Services ETF (IYG) position steady in Q2 2023 at 4,500 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #293.

Financial Architects (New Jersey) first reported a position in IYG in Q1 2015 and has held it in 30 quarters since. The position peaked at $290K in Q4 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Financial Architects (New Jersey) held 4,500 shares of iShares US Financial Services ETF worth $237K as of Q2 2023.
Financial Architects (New Jersey) left its iShares US Financial Services ETF share count unchanged in Q2 2023.
iShares US Financial Services ETF made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #293 holding.
Financial Architects (New Jersey) first reported a position in iShares US Financial Services ETF in Q1 2015 and has held it in 30 quarters since.
Financial Architects (New Jersey)'s iShares US Financial Services ETF position peaked at $290K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.