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Graypoint LLC’s iShares US Financial Services ETF IYG Stock Holding History

Graypoint LLC’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
-4,998
Closed -$300K – 316
2022
Q1 		$300K Buy
4,998
+126
+3% +$7.95K 0.03% 265
2021
Q4 		$314K Buy
4,872
+216
+5% +$14.1K 0.03% 246
2021
Q3 		$292K Buy
4,656
+390
+9% +$24.5K 0.04% 219
2021
Q2 		$263K Buy
+4,266
New +$261K 0.03% 220

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graypoint LLC's IYG Position: Q2 2022 in Review

Graypoint LLC sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 4,998 shares — an estimated $300K sold.

Graypoint LLC first reported a position in IYG in Q2 2021 and held it in 4 quarters. The position peaked at $314K in Q4 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Graypoint LLC reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Graypoint LLC sold 4,998 iShares US Financial Services ETF shares in Q2 2022, an estimated $300K.
  • Graypoint LLC first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 4 quarters.
  • Graypoint LLC's iShares US Financial Services ETF position peaked at $314K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Graypoint LLC's 13F filing for Q2 2022, filed 1 Aug 2022.