Insight Inv LLC’s iShares US Financial Services ETF IYG Stock Holding History

Insight Inv LLC’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 Q1	–	Sell	-450	Closed	-$23.6K	–	92
2022 Q4	$23.6K	Hold	450	–	–	0.02%	92
2022 Q3	$21K	Hold	450	–	–	0.02%	93
2022 Q2	$22K	Hold	450	–	–	0.02%	130
2022 Q1	$27K	Hold	450	–	–	0.02%	95
2021 Q4	$29K	Buy	+450	New	+$29.3K	0.03%	100

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight Inv LLC's IYG Position: Q1 2023 in Review

Insight Inv LLC sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 450 shares — an estimated $23.6K sold.

Insight Inv LLC first reported a position in IYG in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

Insight Inv LLC reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
Insight Inv LLC sold 450 iShares US Financial Services ETF shares in Q1 2023, an estimated $23.6K.
Insight Inv LLC first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 5 quarters.
Insight Inv LLC's iShares US Financial Services ETF position peaked at $29K in Q4 2021.
209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Insight Inv LLC's 13F filing for Q1 2023, filed 12 May 2023.