Hazlett, Burt & Watson’s iShares US Financial Services ETF IYG Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-124	Closed	-$8K	–	731
2024 Q2	$8K	Hold	124	–	–	﹤0.01%	540
2024 Q1	$8K	Buy	124 +1	+0.8%	+$62	﹤0.01%	536
2023 Q4	$7K	Hold	123	–	–	﹤0.01%	525
2023 Q3	$6K	Hold	123	–	–	﹤0.01%	544
2023 Q2	$7K	Hold	123	–	–	0.01%	514
2023 Q1	$6K	Hold	123	–	–	﹤0.01%	502
2022 Q4	$7K	Hold	123	–	–	0.01%	494
2022 Q3	$6K	Hold	123	–	–	0.01%	499
2022 Q2	$6K	Hold	123	–	–	0.01%	491
2022 Q1	$7K	Buy	+123	New	+$7.76K	0.01%	498

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Hazlett, Burt & Watson's IYG Position: Q3 2024 in Review

Hazlett, Burt & Watson sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 124 shares — an estimated $8K sold.

Hazlett, Burt & Watson first reported a position in IYG in Q1 2022 and held it in 10 quarters. The position peaked at $8K in Q2 2024. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

Hazlett, Burt & Watson reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
Hazlett, Burt & Watson sold 124 iShares US Financial Services ETF shares in Q3 2024, an estimated $8K.
Hazlett, Burt & Watson first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 10 quarters.
Hazlett, Burt & Watson's iShares US Financial Services ETF position peaked at $8K in Q2 2024.
230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2024, filed 30 Oct 2024.