Global Financial Private Client’s iShares US Financial Services ETF IYG Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-87	Closed	-$5.23K	–	666
2022 Q1	$5.23K	Hold	87	–	–	﹤0.01%	465
2021 Q4	$5.6K	Hold	87	–	–	﹤0.01%	446
2021 Q3	$5.57K	Hold	87	–	–	﹤0.01%	395
2021 Q2	$5.41K	Hold	87	–	–	﹤0.01%	406
2021 Q1	$5.04K	Hold	87	–	–	﹤0.01%	361
2020 Q4	$4.35K	Hold	87	–	–	﹤0.01%	366
2020 Q3	$3.57K	Hold	87	–	–	﹤0.01%	362
2020 Q2	$3.44K	Hold	87	–	–	﹤0.01%	408
2020 Q1	$2.79K	Hold	87	–	–	﹤0.01%	424
2019 Q4	$4.4K	Buy	+87	New	+$4.18K	﹤0.01%	421

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's IYG Position: Q2 2022 in Review

Global Financial Private Client sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 87 shares — an estimated $5.23K sold.

Global Financial Private Client first reported a position in IYG in Q4 2019 and held it in 10 quarters. The position peaked at $5.6K in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Global Financial Private Client reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Global Financial Private Client sold 87 iShares US Financial Services ETF shares in Q2 2022, an estimated $5.23K.
Global Financial Private Client first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 10 quarters.
Global Financial Private Client's iShares US Financial Services ETF position peaked at $5.6K in Q4 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Global Financial Private Client's 13F filing for Q2 2022, filed 16 May 2024.