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

Marks Wealth’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
-329,736
Closed -$18.8M – 39
2021
Q1 		$18.8M Buy
+329,736
New +$17.8M 6.19% 7

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

Marks Wealth's IYG Position: Q2 2021 in Review

Marks Wealth sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 329,736 shares — an estimated $18.8M sold.

Marks Wealth first reported a position in IYG in Q1 2021 and held it in 1 quarter. The position peaked at $18.8M in Q1 2021. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Marks Wealth reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Marks Wealth sold 329,736 iShares US Financial Services ETF shares in Q2 2021, an estimated $18.8M.
  • Marks Wealth first reported a position in iShares US Financial Services ETF in Q1 2021 and held it in 1 quarter.
  • Marks Wealth's iShares US Financial Services ETF position peaked at $18.8M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Marks Wealth's 13F filing for Q2 2021, filed 13 Jul 2021.