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

Meridian 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
2022
Q3 		– Sell
-5,187
Closed -$256K – 530
2022
Q2 		$256K Buy
+5,187
New +$281K 0.02% 469

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Bank of America
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Envestnet Asset Management
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Meridian Wealth Management's IYG Position: Q3 2022 in Review

Meridian Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 5,187 shares — an estimated $256K sold.

Meridian Wealth Management first reported a position in IYG in Q2 2022 and held it in 1 quarter. The position peaked at $256K in Q2 2022. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • Meridian Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 5,187 iShares US Financial Services ETF shares in Q3 2022, an estimated $256K.
  • Meridian Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's iShares US Financial Services ETF position peaked at $256K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.