Lee Financial Group Hawaii’s iShares US Financial Services ETF IYG Stock Holding History

Lee Financial Group Hawaii’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
2023 Q1	–	Sell	-79,341	Closed	-$4.17M	–	34
2022 Q4	$4.17M	Sell	79,341 -522	-0.7%	-$27.4K	4.1%	9
2022 Q3	$3.76M	Buy	79,863 +1,050	+1%	+$55.1K	3.03%	10
2022 Q2	$3.89M	Buy	78,813 +1,143	+1%	+$62K	3.8%	10
2022 Q1	$4.67M	Buy	77,670 +1,551	+2%	+$97.8K	3.18%	10
2021 Q4	$4.9M	Buy	+76,119	New	+$4.96M	3.56%	9

Other funds holding IYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial Group Hawaii's IYG Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 79,341 shares — an estimated $4.17M sold.

Lee Financial Group Hawaii first reported a position in IYG in Q4 2021 and held it in 5 quarters. The position peaked at $4.9M in Q4 2021. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

Lee Financial Group Hawaii reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 79,341 iShares US Financial Services ETF shares in Q1 2023, an estimated $4.17M.
Lee Financial Group Hawaii first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 5 quarters.
Lee Financial Group Hawaii's iShares US Financial Services ETF position peaked at $4.9M in Q4 2021.
209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.