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Hollencrest Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Hollencrest Capital Management’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
2023
Q4 		– Sell
-126
Closed -$6.5K – 1075
2023
Q3 		$6.5K Hold
126
– – ﹤0.01% 784
2023
Q2 		$6.64K Hold
126
– – ﹤0.01% 814
2023
Q1 		$6.32K Hold
126
– – ﹤0.01% 811
2022
Q4 		$6.56K Buy
+126
New +$6.6K ﹤0.01% 782

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hollencrest Capital Management's IYG Position: Q4 2023 in Review

Hollencrest Capital Management sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 126 shares — an estimated $6.5K sold.

Hollencrest Capital Management first reported a position in IYG in Q4 2022 and held it in 4 quarters. The position peaked at $6.64K in Q2 2023. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

  • Hollencrest Capital Management reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 126 iShares US Financial Services ETF shares in Q4 2023, an estimated $6.5K.
  • Hollencrest Capital Management first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 4 quarters.
  • Hollencrest Capital Management's iShares US Financial Services ETF position peaked at $6.64K in Q2 2023.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Hollencrest Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.