ICA Group Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

ICA Group Wealth 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
2024 Q2	$2.15K	Sell	33 -1,089	-97%	-$70.7K	﹤0.01%	678
2024 Q1	$74.4K	Sell	1,122 -723	-39%	-$44.9K	0.01%	470
2023 Q4	$110K	Buy	+1,845	New	+$99.3K	0.02%	343
2023 Q3	–	Sell	-3,147	Closed	-$166K	–	716
2023 Q2	$166K	Sell	3,147 -1,092	-26%	-$55.3K	0.04%	257
2023 Q1	$213K	Sell	4,239 -2,085	-33%	-$114K	0.05%	230
2022 Q4	$332K	Sell	6,324 -1,506	-19%	-$78.9K	0.08%	198
2022 Q3	$369K	Hold	7,830	–	–	0.08%	228
2022 Q2	$435K	Buy	7,830 +333	+4%	+$18.1K	0.08%	212
2022 Q1	$417K	Buy	+7,497	New	+$473K	0.08%	215

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

ICA Group Wealth Management's IYG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 97% in Q2 2024, selling an estimated $70.7K and leaving 33 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

ICA Group Wealth Management first reported a position in IYG in Q1 2022 and has held it in 9 quarters since. The position peaked at $435K in Q2 2022. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

ICA Group Wealth Management held 33 shares of iShares US Financial Services ETF worth $2.15K as of Q2 2024.
ICA Group Wealth Management sold 1,089 iShares US Financial Services ETF shares in Q2 2024, an estimated $70.7K.
iShares US Financial Services ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #678 holding.
ICA Group Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's iShares US Financial Services ETF position peaked at $435K in Q2 2022.
228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.