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Kestra Private Wealth Services’s iShares US Financial Services ETF IYG Stock Holding History

Kestra Private Wealth Services’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
2021
Q2 		– Sell
-7,935
Closed -$453K – 904
2021
Q1 		$453K Buy
7,935
+300
+4% +$16.2K 0.03% 475
2020
Q4 		$378K Buy
7,635
+1,578
+26% +$71.2K 0.03% 502
2020
Q3 		$247K Buy
+6,057
New +$250K 0.02% 543

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's IYG Position: Q2 2021 in Review

Kestra Private Wealth Services sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 7,935 shares — an estimated $453K sold.

Kestra Private Wealth Services first reported a position in IYG in Q3 2020 and held it in 3 quarters. The position peaked at $453K in Q1 2021. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Kestra Private Wealth Services reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,935 iShares US Financial Services ETF shares in Q2 2021, an estimated $453K.
  • Kestra Private Wealth Services first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 3 quarters.
  • Kestra Private Wealth Services's iShares US Financial Services ETF position peaked at $453K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Kestra Private Wealth Services's 13F filing for Q2 2021, filed 30 Jul 2021.