IDA
IYG icon

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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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