HRT Financial’s iShares US Financial Services ETF IYG Stock Holding History

HRT Financial’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 Q2	–	Sell	-5,009	Closed	-$332K	–	2642
2024 Q1	$332K	Buy	+5,009	New	+$311K	﹤0.01%	1496
2023 Q1	–	Sell	-134,688	Closed	-$7.07M	–	2824
2022 Q4	$7.07M	Buy	134,688 +100,926	+299%	+$5.29M	0.1%	182
2022 Q3	$1.59M	Sell	33,762 -6,363	-16%	-$334K	0.02%	696
2022 Q2	$1.98M	Sell	40,125 -4,005	-9%	-$217K	0.02%	579
2022 Q1	$2.65M	Buy	44,130 +25,965	+143%	+$1.64M	0.02%	510
2021 Q4	$1.17M	Buy	+18,165	New	+$1.18M	0.01%	990
2021 Q1	–	Sell	-80,568	Closed	-$4.03M	–	2905
2020 Q4	$4.03M	Buy	80,568 +30,909	+62%	+$1.39M	0.08%	187
2020 Q3	$2.02M	Buy	+49,659	New	+$2.05M	0.06%	245

Other funds holding IYG

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 New York $871B AUM 31.28% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HRT Financial's IYG Position: Q2 2024 in Review

HRT Financial sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 5,009 shares — an estimated $332K sold.

HRT Financial first reported a position in IYG in Q3 2020 and held it in 8 quarters. The position peaked at $7.07M in Q4 2022. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

HRT Financial reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
HRT Financial sold 5,009 iShares US Financial Services ETF shares in Q2 2024, an estimated $332K.
HRT Financial first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 8 quarters.
HRT Financial's iShares US Financial Services ETF position peaked at $7.07M in Q4 2022.
228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.