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Harel Insurance Investments & Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q2 		– Sell
-52,440
Closed -$2.99M – 819
2021
Q1 		$2.99M Buy
52,440
+1,800
+4% +$97.4K 0.06% 182
2020
Q4 		$2.53M Hold
50,640
– – 0.06% 153
2020
Q3 		$2.06M Sell
50,640
-44,010
-46% -$1.82M 0.07% 77
2020
Q2 		$3.77M Hold
94,650
– – 0.13% 63
2020
Q1 		$3.24M Sell
94,650
-600
-0.6% -$27.4K 0.15% 64
2019
Q4 		$4.82M Hold
95,250
– – 0.21% 58
2019
Q3 		$4.33M Buy
95,250
+86,250
+958% +$3.89M 0.28% 45
2019
Q2 		$402K Hold
9,000
– – 0.02% 130
2019
Q1 		$374K Hold
9,000
– – 0.02% 88
2018
Q4 		$337K Sell
9,000
-13,500
-60% -$557K 0.02% 135
2018
Q3 		$1M Hold
22,500
– – 0.05% 101
2018
Q2 		$976K Hold
22,500
– – 0.05% 95
2018
Q1 		$982K Hold
22,500
– – 0.06% 102
2017
Q4 		$978K Sell
22,500
-4,800
-18% -$200K 0.06% 88
2017
Q3 		$1.09M Hold
27,300
– – 0.09% 63
2017
Q2 		$1.03M Sell
27,300
-315,000
-92% -$11.5M 0.08% 71
2017
Q1 		$12.4M Sell
342,300
-503,400
-60% -$18.5M 1.09% 27
2016
Q4 		$24.8M Hold
845,700
– – 3.51% 5
2016
Q3 		$24.8M Buy
845,700
+280,200
+50% +$8.07M 3.35% 7
2016
Q2 		$15.2M Hold
565,500
– – 1.82% 15
2016
Q1 		$15.3M Hold
565,500
– – 1.83% 17
2015
Q4 		$17M Buy
+565,500
New +$17.2M 1.97% 19

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IYG Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 52,440 shares — an estimated $2.99M sold.

Harel Insurance Investments & Financial Services first reported a position in IYG in Q4 2015 and held it in 22 quarters. The position peaked at $24.8M in Q4 2016. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 52,440 iShares US Financial Services ETF shares in Q2 2021, an estimated $2.99M.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 22 quarters.
  • Harel Insurance Investments & Financial Services's iShares US Financial Services ETF position peaked at $24.8M in Q4 2016.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.