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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FLC Capital Advisors's IYG Position: Q1 2022 in Review

FLC Capital Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 4,794 shares — an estimated $309K sold.

FLC Capital Advisors first reported a position in IYG in Q2 2020 and held it in 7 quarters. The position peaked at $1.23M in Q2 2020. 263 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • FLC Capital Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • FLC Capital Advisors sold 4,794 iShares US Financial Services ETF shares in Q1 2022, an estimated $309K.
  • FLC Capital Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 7 quarters.
  • FLC Capital Advisors's iShares US Financial Services ETF position peaked at $1.23M in Q2 2020.
  • 263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on FLC Capital Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.