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Lake Point Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Lake Point Wealth 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
Q1 		– Sell
-234
Closed -$15K – 446
2021
Q4 		$15K Buy
+234
New +$15.3K 0.01% 140

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's IYG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 234 shares — an estimated $15K sold.

Lake Point Wealth Management first reported a position in IYG in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • Lake Point Wealth Management reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 234 iShares US Financial Services ETF shares in Q1 2022, an estimated $15K.
  • Lake Point Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares US Financial Services ETF position peaked at $15K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.