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Harrell Investment Partners’s iShares US Financial Services ETF IYG Stock Holding History

Harrell Investment Partners’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
Q4 		– Sell
-43,335
Closed -$2.72M – 101
2021
Q3 		$2.72M Sell
43,335
-975
-2% -$61.2K 0.87% 41
2021
Q2 		$2.74M Buy
+44,310
New +$2.71M 0.89% 44
2020
Q1 		– Sell
-18,624
Closed -$942K – 87
2019
Q4 		$942K Buy
+18,624
New +$895K 0.43% 64

Other funds holding IYG

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 $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harrell Investment Partners's IYG Position: Q4 2021 in Review

Harrell Investment Partners sold out of iShares US Financial Services ETF (IYG) in Q4 2021, closing a stake of 43,335 shares — an estimated $2.72M sold.

Harrell Investment Partners first reported a position in IYG in Q4 2019 and held it in 3 quarters. The position peaked at $2.74M in Q2 2021. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Harrell Investment Partners reported no remaining iShares US Financial Services ETF position as of Q4 2021 after selling out during the quarter.
  • Harrell Investment Partners sold 43,335 iShares US Financial Services ETF shares in Q4 2021, an estimated $2.72M.
  • Harrell Investment Partners first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 3 quarters.
  • Harrell Investment Partners's iShares US Financial Services ETF position peaked at $2.74M in Q2 2021.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Harrell Investment Partners's 13F filing for Q4 2021, filed 14 Feb 2022.