Graves Light Lenhart Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-3,627	Closed	-$179K	–	372
2022 Q2	$179K	Hold	3,627	–	–	0.03%	174
2022 Q1	$218K	Hold	3,627	–	–	0.03%	168
2021 Q4	$233K	Hold	3,627	–	–	0.03%	178
2021 Q3	$228K	Hold	3,627	–	–	0.04%	167
2021 Q2	$224K	Buy	3,627 +336	+10%	+$20.5K	0.04%	169
2021 Q1	$188K	Buy	3,291 +1,113	+51%	+$60.2K	0.03%	185
2020 Q4	$109K	Buy	+2,178	New	+$98.2K	0.02%	248

Other funds holding IYG

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

RIG

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

Graves Light Lenhart Wealth's IYG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 3,627 shares — an estimated $179K sold.

Graves Light Lenhart Wealth first reported a position in IYG in Q4 2020 and held it in 7 quarters. The position peaked at $233K in Q4 2021. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,627 iShares US Financial Services ETF shares in Q3 2022, an estimated $179K.
Graves Light Lenhart Wealth first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares US Financial Services ETF position peaked at $233K in Q4 2021.
218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.