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Legacy Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Legacy Advisors’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
2021
Q2 		– Sell
-7,650
Closed -$437K – 129
2021
Q1 		$437K Hold
7,650
– – 0.19% 72
2020
Q4 		$383K Hold
7,650
– – 0.22% 72
2020
Q3 		$311K Hold
7,650
– – 0.21% 78
2020
Q2 		$304K Hold
7,650
– – 0.24% 73
2020
Q1 		$262K Buy
+7,650
New +$349K 0.26% 76

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Legacy Advisors's IYG Position: Q2 2021 in Review

Legacy Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 7,650 shares — an estimated $437K sold.

Legacy Advisors first reported a position in IYG in Q1 2020 and held it in 5 quarters. The position peaked at $437K in Q1 2021. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Legacy Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Legacy Advisors sold 7,650 iShares US Financial Services ETF shares in Q2 2021, an estimated $437K.
  • Legacy Advisors first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 5 quarters.
  • Legacy Advisors's iShares US Financial Services ETF position peaked at $437K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Legacy Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.