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

First Horizon 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
2023 Q2	–	Sell	-39	Closed	-$2.02K	–	2495
2023 Q1	$2.02K	Hold	39	–	–	﹤0.01%	2094
2022 Q4	$2.09K	Hold	39	–	–	﹤0.01%	2051
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	2138
2022 Q2	$1K	Buy	+39	New	+$2.12K	﹤0.01%	2221
2022 Q1	–	Sell	-318	Closed	-$20K	–	2020
2021 Q4	$20K	Buy	318 +57	+22%	+$3.72K	﹤0.01%	1279
2021 Q3	$16K	Buy	261 +87	+50%	+$5.46K	﹤0.01%	1357
2021 Q2	$10K	Buy	+174	New	+$10.6K	﹤0.01%	1346
2019 Q3	–	Sell	-126	Closed	-$5K	–	1587
2019 Q2	$5K	Hold	126	–	–	﹤0.01%	1274
2019 Q1	$5K	Buy	126 +3	+2%	+$124	﹤0.01%	1247
2018 Q4	$4K	Hold	123	–	–	﹤0.01%	1287
2018 Q3	$5K	Hold	123	–	–	﹤0.01%	1306
2018 Q2	$5K	Hold	123	–	–	﹤0.01%	1299
2018 Q1	$5K	Hold	123	–	–	﹤0.01%	1205
2017 Q4	$5K	Buy	+123	New	+$5.13K	﹤0.01%	1213

Other funds holding IYG

RIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 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

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

First Horizon Advisors's IYG Position: Q2 2023 in Review

First Horizon Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 39 shares — an estimated $2.02K sold.

First Horizon Advisors first reported a position in IYG in Q4 2017 and held it in 14 quarters. The position peaked at $20K in Q4 2021. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

First Horizon Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
First Horizon Advisors sold 39 iShares US Financial Services ETF shares in Q2 2023, an estimated $2.02K.
First Horizon Advisors first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 14 quarters.
First Horizon Advisors's iShares US Financial Services ETF position peaked at $20K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on First Horizon Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.