Glass Jacobson Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Glass Jacobson Investment 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
2023 Q4	–	Sell	-180	Closed	-$9.28K	–	766
2023 Q3	$9.28K	Hold	180	–	–	﹤0.01%	506
2023 Q2	$9.48K	Buy	+180	New	+$9.12K	﹤0.01%	508
2022 Q4	$9.45K	Buy	+180	New	+$9.43K	﹤0.01%	524

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Glass Jacobson Investment Advisors's IYG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 180 shares — an estimated $9.28K sold.

Glass Jacobson Investment Advisors first reported a position in IYG in Q4 2022 and held it in 3 quarters. The position peaked at $9.48K in Q2 2023. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

Glass Jacobson Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 180 iShares US Financial Services ETF shares in Q4 2023, an estimated $9.28K.
Glass Jacobson Investment Advisors first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 3 quarters.
Glass Jacobson Investment Advisors's iShares US Financial Services ETF position peaked at $9.48K in Q2 2023.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.