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

Liberty 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
2021
Q4 		– Sell
-168
Closed -$11K – 650
2021
Q3 		$11K Hold
168
– – ﹤0.01% 808
2021
Q2 		$10K Buy
168
+3
+2% +$183 ﹤0.01% 653
2021
Q1 		$8K Hold
165
– – ﹤0.01% 633
2020
Q4 		$8K Sell
165
-37,965
-100% -$1.71M ﹤0.01% 627
2020
Q3 		$1.55M Buy
38,130
+8,700
+30% +$359K 0.91% 22
2020
Q2 		$1.17M Buy
+29,430
New +$1.13M 0.82% 23

Other funds holding IYG

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Liberty Wealth Management's IYG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q4 2021, closing a stake of 168 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in IYG in Q2 2020 and held it in 6 quarters. The position peaked at $1.55M in Q3 2020. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares US Financial Services ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 168 iShares US Financial Services ETF shares in Q4 2021, an estimated $11K.
  • Liberty Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's iShares US Financial Services ETF position peaked at $1.55M in Q3 2020.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.