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Jaffetilchin Investment Partners’s iShares US Financial Services ETF IYG Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-136
Closed -$9.68K – 835
2024
Q3 		$9.68K Buy
+136
New +$9.35K ﹤0.01% 905
2023
Q1 		– Sell
-10,341
Closed -$543K – 370
2022
Q4 		$543K Buy
+10,341
New +$542K 0.07% 190

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jaffetilchin Investment Partners's IYG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 136 shares — an estimated $9.68K sold.

Jaffetilchin Investment Partners first reported a position in IYG in Q4 2022 and held it in 2 quarters. The position peaked at $543K in Q4 2022. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 136 iShares US Financial Services ETF shares in Q4 2024, an estimated $9.68K.
  • Jaffetilchin Investment Partners first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's iShares US Financial Services ETF position peaked at $543K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.