Heritage Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Heritage Wealth Advisors’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	-1,200	Closed	-$59K	–	553
2022 Q2	$59K	Hold	1,200	–	–	﹤0.01%	310
2022 Q1	$72K	Hold	1,200	–	–	﹤0.01%	279
2021 Q4	$77K	Hold	1,200	–	–	﹤0.01%	285
2021 Q3	$75.3K	Hold	1,200	–	–	﹤0.01%	283
2021 Q2	$74.1K	Hold	1,200	–	–	﹤0.01%	289
2021 Q1	$68.5K	Hold	1,200	–	–	﹤0.01%	301
2020 Q4	$60K	Hold	1,200	–	–	﹤0.01%	307
2020 Q3	$48.8K	Buy	+1,200	New	+$49.5K	0.01%	267

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

Heritage Wealth Advisors's IYG Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 1,200 shares — an estimated $59K sold.

Heritage Wealth Advisors first reported a position in IYG in Q3 2020 and held it in 8 quarters. The position peaked at $77K in Q4 2021. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

Heritage Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 1,200 iShares US Financial Services ETF shares in Q3 2022, an estimated $59K.
Heritage Wealth Advisors first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 8 quarters.
Heritage Wealth Advisors's iShares US Financial Services ETF position peaked at $77K in Q4 2021.
218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.