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Householder Group Estate & Retirement Specialist’s iShares US Financial Services ETF IYG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$9K Buy
+125
New +$9.64K 0.01% 375

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares US Financial Services ETF (IYG) in Q4 2024: 125 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings.

249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 125 shares of iShares US Financial Services ETF worth $9K as of Q4 2024.
  • iShares US Financial Services ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • iShares US Financial Services ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #375 holding.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.