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Karp Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Karp Capital Management’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
Q4 		– Sell
-4,956
Closed -$233K – 64
2022
Q3 		$233K Sell
4,956
-114
-2% -$5.98K 0.05% 115
2022
Q2 		$250K Sell
5,070
-120
-2% -$6.51K 0.04% 126
2022
Q1 		$312K Sell
5,190
-4,365
-46% -$275K 0.05% 113
2021
Q4 		$615K Buy
9,555
+1,389
+17% +$90.6K 0.08% 98
2021
Q3 		$512K Buy
8,166
+477
+6% +$29.9K 0.07% 119
2021
Q2 		$475K Buy
7,689
+1,005
+15% +$61.4K 0.07% 122
2021
Q1 		$382K Buy
+6,684
New +$362K 0.07% 107
2020
Q1 		– Sell
-104,670
Closed -$5.3M – 105
2019
Q4 		$5.3M Buy
104,670
+6,105
+6% +$293K 1.4% 30
2019
Q3 		$4.48M Buy
98,565
+51,900
+111% +$2.34M 1.31% 34
2019
Q2 		$2.08M Buy
46,665
+6,825
+17% +$299K 0.66% 59
2019
Q1 		$1.66M Buy
39,840
+6,210
+18% +$257K 0.59% 62
2018
Q4 		$1.26M Sell
33,630
-4,368
-11% -$180K 0.6% 57
2018
Q3 		$1.69M Buy
37,998
+4,830
+15% +$219K 0.58% 66
2018
Q2 		$1.43M Buy
33,168
+1,146
+4% +$50.8K 0.56% 63
2018
Q1 		$1.4M Buy
32,022
+2,250
+8% +$102K 0.56% 60
2017
Q4 		$1.29M Buy
29,772
+2,286
+8% +$95.3K 0.55% 58
2017
Q3 		$1.1M Buy
27,486
+3,180
+13% +$122K 0.51% 61
2017
Q2 		$919K Buy
24,306
+2,085
+9% +$75.8K 0.45% 62
2017
Q1 		$808K Sell
22,221
-1,035
-4% -$38K 0.46% 59
2016
Q4 		$824K Sell
23,256
-225
-1% -$7.34K 0.54% 54
2016
Q3 		$687K Sell
23,481
-2,340
-9% -$67.4K 0.44% 59
2016
Q2 		$694K Sell
25,821
-744
-3% -$20.8K 0.46% 56
2016
Q1 		$718K Sell
26,565
-8,484
-24% -$224K 0.5% 62
2015
Q4 		$1.05M Buy
+35,049
New +$1.06M 0.61% 59

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karp Capital Management's IYG Position: Q4 2022 in Review

Karp Capital Management sold out of iShares US Financial Services ETF (IYG) in Q4 2022, closing a stake of 4,956 shares — an estimated $233K sold.

Karp Capital Management first reported a position in IYG in Q4 2015 and held it in 24 quarters. The position peaked at $5.3M in Q4 2019. 232 funds tracked by Wall St. Rank hold IYG as of Q4 2022.

  • Karp Capital Management reported no remaining iShares US Financial Services ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 4,956 iShares US Financial Services ETF shares in Q4 2022, an estimated $233K.
  • Karp Capital Management first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 24 quarters.
  • Karp Capital Management's iShares US Financial Services ETF position peaked at $5.3M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.