FCA
IYG icon

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

FLC Capital 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
2022
Q1 		– Sell
-4,794
Closed -$309K – 170
2021
Q4 		$309K Sell
4,794
-156
-3% -$10.2K 0.09% 134
2021
Q3 		$310K Hold
4,950
– – 0.09% 138
2021
Q2 		$306K Sell
4,950
-1,836
-27% -$112K 0.09% 139
2021
Q1 		$387K Sell
6,786
-1,587
-19% -$85.9K 0.12% 119
2020
Q4 		$419K Sell
8,373
-2,991
-26% -$135K 0.14% 103
2020
Q3 		$478K Sell
11,364
-19,125
-63% -$789K 0.17% 96
2020
Q2 		$1.23M Buy
+30,489
New +$1.17M 0.49% 48

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return