GPS Wealth Strategies Group’s iShares US Financial Services ETF IYG Stock Holding History

GPS Wealth Strategies Group’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	-678	Closed	-$40.5K	–	1276
2023 Q4	$40.5K	Hold	678	–	–	0.01%	539
2023 Q3	$34.9K	Hold	678	–	–	0.01%	572
2023 Q2	$35.7K	Hold	678	–	–	0.01%	570
2023 Q1	$34.1K	Buy	+678	New	+$37K	0.01%	570
2022 Q4	–	Sell	-678	Closed	-$32K	–	625
2022 Q3	$32K	Hold	678	–	–	0.01%	516
2022 Q2	$33K	Hold	678	–	–	0.01%	526
2022 Q1	$41K	Hold	678	–	–	0.01%	453
2021 Q4	$44K	Hold	678	–	–	0.01%	429
2021 Q3	$43K	Hold	678	–	–	0.01%	416
2021 Q2	$42K	Buy	+678	New	+$41.4K	0.01%	441

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

GPS Wealth Strategies Group's IYG Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 678 shares — an estimated $40.5K sold.

GPS Wealth Strategies Group first reported a position in IYG in Q2 2021 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

GPS Wealth Strategies Group reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 678 iShares US Financial Services ETF shares in Q1 2024, an estimated $40.5K.
GPS Wealth Strategies Group first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 10 quarters.
GPS Wealth Strategies Group's iShares US Financial Services ETF position peaked at $44K in Q4 2021.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.