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

MBM Wealth Consultants’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	-72	Closed	-$4K	–	187
2023 Q1	$4K	Hold	72	–	–	﹤0.01%	236
2022 Q4	$4K	Sell	72 -1,086	-94%	-$56.9K	﹤0.01%	275
2022 Q3	$56K	Sell	1,158 -63	-5%	-$3.31K	0.03%	148
2022 Q2	$60K	Sell	1,221 -81	-6%	-$4.39K	0.03%	149
2022 Q1	$78K	Sell	1,302 -48	-4%	-$3.03K	0.03%	146
2021 Q4	$87K	Sell	1,350 -489	-27%	-$31.9K	0.04%	126
2021 Q3	$115K	Sell	1,839 -5,406	-75%	-$339K	0.05%	125
2021 Q2	$447K	Buy	7,245 +87	+1%	+$5.32K	0.21%	64
2021 Q1	$408K	Sell	7,158 -345	-5%	-$18.7K	0.21%	63
2020 Q4	$375K	Buy	7,503 +3	+0%	+$135	0.2%	64
2020 Q3	$305K	Sell	7,500 -5,835	-44%	-$241K	0.19%	66
2020 Q2	$530K	Buy	+13,335	New	+$512K	0.37%	36

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

MBM Wealth Consultants's IYG Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares US Financial Services ETF (IYG) in Q2 2023, closing a stake of 72 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in IYG in Q2 2020 and held it in 12 quarters. The position peaked at $530K in Q2 2020. 202 funds tracked by Wall St. Rank hold IYG as of Q2 2023.

MBM Wealth Consultants reported no remaining iShares US Financial Services ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 72 iShares US Financial Services ETF shares in Q2 2023, an estimated $4K.
MBM Wealth Consultants first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 12 quarters.
MBM Wealth Consultants's iShares US Financial Services ETF position peaked at $530K in Q2 2020.
202 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.