Goodwin Investment Advisory’s iShares US Financial Services ETF IYG Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-126	Closed	-$7.53K	–	64
2023 Q4	$7.53K	Hold	126	–	–	﹤0.01%	63
2023 Q3	$6.5K	Hold	126	–	–	﹤0.01%	78
2023 Q2	$6.64K	Hold	126	–	–	﹤0.01%	78
2023 Q1	$6.34K	Sell	126 -99	-44%	-$5.4K	﹤0.01%	76
2022 Q4	$11.8K	Buy	225 +99	+79%	+$5.19K	0.01%	149
2022 Q3	$6K	Sell	126 -393	-76%	-$20.6K	﹤0.01%	165
2022 Q2	$25.6K	Sell	519 -2,016	-80%	-$109K	0.02%	94
2022 Q1	$152K	Sell	2,535 -288	-10%	-$18.2K	0.1%	48
2021 Q4	$181K	Sell	2,823 -60	-2%	-$3.91K	0.14%	42
2021 Q3	$180K	Hold	2,883	–	–	0.17%	36
2021 Q2	$179K	Sell	2,883 -897	-24%	-$54.8K	0.19%	26
2021 Q1	$215K	Sell	3,780 -225	-6%	-$12.2K	0.25%	24
2020 Q4	$201K	Buy	+4,005	New	+$181K	0.25%	26

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Goodwin Investment Advisory's IYG Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 126 shares — an estimated $7.53K sold.

Goodwin Investment Advisory first reported a position in IYG in Q4 2020 and held it in 13 quarters. The position peaked at $215K in Q1 2021. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 126 iShares US Financial Services ETF shares in Q1 2024, an estimated $7.53K.
Goodwin Investment Advisory first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 13 quarters.
Goodwin Investment Advisory's iShares US Financial Services ETF position peaked at $215K in Q1 2021.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.