Gallagher Benefit Services’s iShares US Financial Services ETF IYG Stock Holding History

Gallagher Benefit Services’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 Q4	$320K	Buy	+6,087	New	+$319K	0.07%	133

Other funds holding IYG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gallagher Benefit Services's IYG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares US Financial Services ETF (IYG) in Q4 2022: 6,087 shares worth $320K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings.

232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Gallagher Benefit Services held 6,087 shares of iShares US Financial Services ETF worth $320K as of Q4 2022.
iShares US Financial Services ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares US Financial Services ETF made up 0.07% of Gallagher Benefit Services's portfolio in Q4 2022, its #133 holding.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.