Heritage Wealth Management (Arizona)’s iShares US Financial Services ETF IYG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$24.9K	Buy	474 +402	+558%	+$21.1K	﹤0.01%	627
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	828
2022 Q2	$3.56K	Hold	72	–	–	﹤0.01%	817
2022 Q1	$4K	Buy	+72	New	+$4.54K	﹤0.01%	824
2021 Q3	$10K	Sell	153 -54	-26%	-$3.39K	﹤0.01%	654
2021 Q2	$13K	Sell	207 -516	-71%	-$31.5K	﹤0.01%	628
2021 Q1	$41K	Buy	+723	New	+$39.1K	0.02%	406

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Financial Services ETF (IYG) stake by 558% in Q4 2022, buying an estimated $21.1K and bringing the position to 474 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Heritage Wealth Management (Arizona) first reported a position in IYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $41K in Q1 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

Heritage Wealth Management (Arizona) held 474 shares of iShares US Financial Services ETF worth $24.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 402 iShares US Financial Services ETF shares in Q4 2022, an estimated $21.1K.
iShares US Financial Services ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #627 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares US Financial Services ETF position peaked at $41K in Q1 2021.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.