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

Gallagher Fiduciary 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
2024 Q3	–	Sell	-4,408	Closed	-$287K	–	289
2024 Q2	$287K	Sell	4,408 -11	-0.2%	-$714	0.06%	166
2024 Q1	$293K	Buy	4,419 +30	+0.7%	+$1.86K	0.01%	154
2023 Q4	$262K	Buy	4,389 +15	+0.3%	+$808	0.01%	155
2023 Q3	$225K	Sell	4,374 -12	-0.3%	-$649	0.02%	153
2023 Q2	$231K	Buy	+4,386	New	+$222K	0.02%	192

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Gallagher Fiduciary Advisors's IYG Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 4,408 shares — an estimated $287K sold.

Gallagher Fiduciary Advisors first reported a position in IYG in Q2 2023 and held it in 5 quarters. The position peaked at $293K in Q1 2024. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 4,408 iShares US Financial Services ETF shares in Q3 2024, an estimated $287K.
Gallagher Fiduciary Advisors first reported a position in iShares US Financial Services ETF in Q2 2023 and held it in 5 quarters.
Gallagher Fiduciary Advisors's iShares US Financial Services ETF position peaked at $293K in Q1 2024.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.