First Long Island Investors’s iShares US Financial Services ETF IYG Stock Holding History

First Long Island Investors’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 Q2	–	Sell	-3,120	Closed	-$207K	–	68
2024 Q1	$207K	Buy	+3,120	New	+$194K	0.02%	63
2022 Q1	–	Sell	-3,120	Closed	-$201K	–	65
2021 Q4	$201K	Buy	+3,120	New	+$203K	0.02%	65

Other funds holding IYG

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

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

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

First Long Island Investors's IYG Position: Q2 2024 in Review

First Long Island Investors sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 3,120 shares — an estimated $207K sold.

First Long Island Investors first reported a position in IYG in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

First Long Island Investors reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
First Long Island Investors sold 3,120 iShares US Financial Services ETF shares in Q2 2024, an estimated $207K.
First Long Island Investors first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 2 quarters.
First Long Island Investors's iShares US Financial Services ETF position peaked at $207K in Q1 2024.
228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on First Long Island Investors's 13F filing for Q2 2024, filed 8 Aug 2024.