Lumature Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Lumature Wealth Partners’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 Q2	$23.1K	Hold	438	–	–	0.01%	272
2023 Q1	$22K	Hold	438	–	–	0.01%	268
2022 Q4	$23K	Sell	438 -165	-27%	-$8.65K	0.01%	262
2022 Q3	$28K	Sell	603 -66	-10%	-$3.46K	0.02%	258
2022 Q2	$33K	Hold	669	–	–	0.01%	257
2022 Q1	$40K	Sell	669 -21	-3%	-$1.32K	0.02%	273
2021 Q4	$44K	Sell	690 -378	-35%	-$24.6K	0.02%	232
2021 Q3	$67K	Sell	1,068 -276	-21%	-$17.3K	0.03%	213
2021 Q2	$83K	Sell	1,344 -474	-26%	-$29K	0.03%	192
2021 Q1	$104K	Sell	1,818 -1,980	-52%	-$107K	0.05%	167
2020 Q4	$190K	Buy	+3,798	New	+$171K	0.18%	119

Other funds holding IYG

RIG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

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

Lumature Wealth Partners's IYG Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares US Financial Services ETF (IYG) position steady in Q2 2023 at 438 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #272.

Lumature Wealth Partners first reported a position in IYG in Q4 2020 and has held it in 11 quarters since. The position peaked at $190K in Q4 2020. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Lumature Wealth Partners held 438 shares of iShares US Financial Services ETF worth $23.1K as of Q2 2023.
Lumature Wealth Partners left its iShares US Financial Services ETF share count unchanged in Q2 2023.
iShares US Financial Services ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #272 holding.
Lumature Wealth Partners first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Financial Services ETF position peaked at $190K in Q4 2020.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.