Intelligence Driven Advisers’s iShares US Financial Services ETF IYG Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-5,409	Closed	-$270K	–	111
2022 Q2	$270K	Sell	5,409 -1,236	-19%	-$67K	0.05%	86
2022 Q1	$387K	Sell	6,645 -798	-11%	-$50.3K	0.07%	68
2021 Q4	$462K	Buy	7,443 +258	+4%	+$16.8K	0.08%	61
2021 Q3	$461K	Sell	7,185 -1,188	-14%	-$74.5K	0.1%	51
2021 Q2	$517K	Sell	8,373 -258	-3%	-$15.8K	0.1%	61
2021 Q1	$493K	Sell	8,631 -1,650	-16%	-$89.3K	0.11%	52
2020 Q4	$514K	Sell	10,281 -224,757	-96%	-$10.1M	0.12%	61
2020 Q3	$9.56M	Buy	+235,038	New	+$9.69M	2.24%	17

Other funds holding IYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Intelligence Driven Advisers's IYG Position: Q3 2022 in Review

Intelligence Driven Advisers sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 5,409 shares — an estimated $270K sold.

Intelligence Driven Advisers first reported a position in IYG in Q3 2020 and held it in 8 quarters. The position peaked at $9.56M in Q3 2020. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

Intelligence Driven Advisers reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 5,409 iShares US Financial Services ETF shares in Q3 2022, an estimated $270K.
Intelligence Driven Advisers first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 8 quarters.
Intelligence Driven Advisers's iShares US Financial Services ETF position peaked at $9.56M in Q3 2020.
218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Intelligence Driven Advisers's 13F filing for Q3 2022, filed 21 Oct 2022.