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

Lee Financial’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 Q1	–	Sell	-198	Closed	-$11.8K	–	505
2023 Q4	$11.8K	Hold	198	–	–	﹤0.01%	400
2023 Q3	$10.2K	Hold	198	–	–	﹤0.01%	406
2023 Q2	$10.4K	Hold	198	–	–	﹤0.01%	403
2023 Q1	$9.96K	Buy	+198	New	+$10.8K	﹤0.01%	420

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

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

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

RJA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Lee Financial's IYG Position: Q1 2024 in Review

Lee Financial sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 198 shares — an estimated $11.8K sold.

Lee Financial first reported a position in IYG in Q1 2023 and held it in 4 quarters. The position peaked at $11.8K in Q4 2023. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

Lee Financial reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 198 iShares US Financial Services ETF shares in Q1 2024, an estimated $11.8K.
Lee Financial first reported a position in iShares US Financial Services ETF in Q1 2023 and held it in 4 quarters.
Lee Financial's iShares US Financial Services ETF position peaked at $11.8K in Q4 2023.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.