Laurel Wealth Advisors (North Carolina)’s iShares US Financial Services ETF IYG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025 Q1	–	Sell	-30	Closed	-$2.33K	–	721
2024 Q4	$2.33K	Hold	30	–	–	﹤0.01%	616
2024 Q3	$2.13K	Hold	30	–	–	﹤0.01%	582
2024 Q2	$1.96K	Hold	30	–	–	﹤0.01%	554
2024 Q1	$1.99K	Hold	30	–	–	﹤0.01%	548
2023 Q4	$1.79K	Hold	30	–	–	﹤0.01%	511
2023 Q3	$1.55K	Hold	30	–	–	﹤0.01%	520
2023 Q2	$1.58K	Hold	30	–	–	﹤0.01%	524
2023 Q1	$1.51K	Hold	30	–	–	﹤0.01%	526
2022 Q4	$1.58K	Hold	30	–	–	﹤0.01%	497
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	515
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	592
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	587
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	586
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	596
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	671
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	606
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	548
2020 Q3	$1K	Buy	+30	New	+$1.24K	﹤0.01%	508

Other funds holding IYG

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Laurel Wealth Advisors (North Carolina)'s IYG Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 30 shares — an estimated $2.33K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IYG in Q3 2020 and held it in 18 quarters. The position peaked at $2.33K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 30 iShares US Financial Services ETF shares in Q1 2025, an estimated $2.33K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 18 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Financial Services ETF position peaked at $2.33K in Q4 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.