HI
IYG icon

Hudock Inc’s iShares US Financial Services ETF IYG Stock Holding History

Hudock Inc’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 		– Sell
-426
Closed -$20K – 428
2022
Q3 		$20K Hold
426
– – 0.01% 432
2022
Q2 		$21K Sell
426
-21
-5% -$1.14K 0.01% 415
2022
Q1 		$26K Sell
447
-81
-15% -$5.11K 0.01% 403
2021
Q4 		$33K Sell
528
-36
-6% -$2.35K 0.01% 376
2021
Q3 		$35K Hold
564
– – 0.01% 373
2021
Q2 		$34K Sell
564
-18
-3% -$1.1K 0.01% 373
2021
Q1 		$33K Buy
582
+120
+26% +$6.49K 0.01% 371
2020
Q4 		$23K Hold
462
– – 0.01% 409
2020
Q3 		$18K Sell
462
-381
-45% -$15.7K 0.01% 399
2020
Q2 		$33K Buy
843
+297
+54% +$11.4K 0.01% 311
2020
Q1 		$18K Sell
546
-261
-32% -$11.9K 0.01% 338
2019
Q4 		$41K Buy
807
+156
+24% +$7.49K 0.01% 269
2019
Q3 		$29K Hold
651
– – 0.01% 302
2019
Q2 		$29K Hold
651
– – 0.01% 300
2019
Q1 		$27K Sell
651
-15
-2% -$622 0.01% 302
2018
Q4 		$24K Sell
666
-9
-1% -$371 0.01% 302
2018
Q3 		$29K Hold
675
– – 0.01% 305
2018
Q2 		$29K Hold
675
– – 0.01% 296
2018
Q1 		$29K Hold
675
– – 0.01% 307
2017
Q4 		$29K Hold
675
– – 0.01% 301
2017
Q3 		$26K Hold
675
– – 0.01% 316
2017
Q2 		$25K Buy
675
+6
+0.9% +$218 0.01% 306
2017
Q1 		$24K Buy
669
+414
+162% +$15.2K 0.01% 303
2016
Q4 		$9K Buy
+255
New +$8.31K 0.01% 399

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudock Inc's IYG Position: Q4 2022 in Review

Hudock Inc sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 426 shares — an estimated $20K sold.

Hudock Inc first reported a position in IYG in Q4 2016 and held it in 24 quarters. The position peaked at $41K in Q4 2019. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

  • Hudock Inc reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 426 iShares US Financial Services ETF shares in Q4 2022, an estimated $20K.
  • Hudock Inc first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 24 quarters.
  • Hudock Inc's iShares US Financial Services ETF position peaked at $41K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.