Kiely Wealth Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

Kiely Wealth Advisory Group’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	$2.25K	Hold	27	–	–	﹤0.01%	290
2024 Q3	$2.15K	Sell	27 -9	-25%	-$618	﹤0.01%	290
2024 Q2	$2.38K	Hold	36	–	–	﹤0.01%	273
2024 Q1	$2.33K	Hold	36	–	–	﹤0.01%	247
2023 Q4	$2.19K	Buy	+36	New	+$1.94K	﹤0.01%	242

Other funds holding IYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kiely Wealth Advisory Group's IYG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares US Financial Services ETF (IYG) position steady in Q4 2024 at 27 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Kiely Wealth Advisory Group first reported a position in IYG in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.38K in Q2 2024. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

Kiely Wealth Advisory Group held 27 shares of iShares US Financial Services ETF worth $2.25K as of Q4 2024.
Kiely Wealth Advisory Group left its iShares US Financial Services ETF share count unchanged in Q4 2024.
iShares US Financial Services ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #290 holding.
Kiely Wealth Advisory Group first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's iShares US Financial Services ETF position peaked at $2.38K in Q2 2024.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.