Karn Couzens & Associates’s iShares US Financial Services ETF IYG Stock Holding History

Karn Couzens & Associates’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 Q1	$1.17M	Buy	19,404 +2,250	+13%	+$142K	0.74%	26
2021 Q4	$1.1M	Sell	17,154 -9	-0.1%	-$587	0.76%	22
2021 Q3	$1.08M	Sell	17,163 -225	-1%	-$14.1K	0.82%	22
2021 Q2	$1.07M	Sell	17,388 -945	-5%	-$57.7K	0.83%	22
2021 Q1	$1.05M	Buy	18,333 +933	+5%	+$50.5K	0.94%	22
2020 Q4	$870K	Buy	+17,400	New	+$785K	0.82%	23

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Karn Couzens & Associates's IYG Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares US Financial Services ETF (IYG) stake by 13% in Q1 2022, buying an estimated $142K and bringing the position to 19,404 shares worth $1.17M. The position accounts for 0.74% of the portfolio, ranked #26.

Karn Couzens & Associates first reported a position in IYG in Q4 2020 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

Karn Couzens & Associates held 19,404 shares of iShares US Financial Services ETF worth $1.17M as of Q1 2022.
Karn Couzens & Associates bought 2,250 iShares US Financial Services ETF shares in Q1 2022, an estimated $142K.
iShares US Financial Services ETF made up 0.74% of Karn Couzens & Associates's portfolio in Q1 2022, its #26 holding.
Karn Couzens & Associates first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 6 quarters since.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.