Marshall Wace’s iShares US Financial Services ETF IYG Stock Holding History

Marshall Wace’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	–	Sell	-20,400	Closed	-$1.03M	–	2704
2023 Q1	$1.03M	Sell	20,400 -30,300	-60%	-$1.65M	﹤0.01%	1799
2022 Q4	$2.66M	Buy	50,700 +18,600	+58%	+$975K	0.01%	1570
2022 Q3	$1.51M	Buy	32,100 +19,200	+149%	+$1.01M	﹤0.01%	2191
2022 Q2	$638K	Buy	+12,900	New	+$700K	﹤0.01%	2676
2020 Q3	–	Sell	-11,523	Closed	-$459K	–	1755
2020 Q2	$459K	Buy	11,523 +8,247	+252%	+$317K	﹤0.01%	1221
2020 Q1	$112K	Buy	+3,276	New	+$150K	﹤0.01%	1297

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $374B AUM 17.66% 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

Marshall Wace's IYG Position: Q2 2023 in Review

Marshall Wace sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 20,400 shares — an estimated $1.03M sold.

Marshall Wace first reported a position in IYG in Q1 2020 and held it in 6 quarters. The position peaked at $2.66M in Q4 2022. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

Marshall Wace reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 20,400 iShares US Financial Services ETF shares in Q2 2023, an estimated $1.03M.
Marshall Wace first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 6 quarters.
Marshall Wace's iShares US Financial Services ETF position peaked at $2.66M in Q4 2022.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.