MGO One Seven’s iShares US Financial Services ETF IYG Stock Holding History

MGO One Seven’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 Q1	–	Sell	-3,627	Closed	-$233K	–	701
2021 Q4	$233K	Sell	3,627 -39	-1%	-$2.54K	0.02%	573
2021 Q3	$244K	Buy	3,666 +36	+1%	+$2.26K	0.03%	508
2021 Q2	$224K	Buy	3,630 +36	+1%	+$2.2K	0.03%	521
2021 Q1	$205K	Buy	+3,594	New	+$194K	0.04%	506
2020 Q1	–	Sell	-3,969	Closed	-$200K	–	429
2019 Q4	$200K	Buy	+3,969	New	+$191K	0.05%	413
2019 Q1	–	Sell	-3,345	Closed	-$125K	–	1033
2018 Q4	$125K	Buy	+3,345	New	+$138K	0.05%	402
2018 Q1	$174K	Hold	3,975	–	–	0.08%	302
2017 Q4	$173K	Buy	+3,975	New	+$166K	0.08%	294

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

MGO One Seven's IYG Position: Q1 2022 in Review

MGO One Seven sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 3,627 shares — an estimated $233K sold.

MGO One Seven first reported a position in IYG in Q4 2017 and held it in 8 quarters. The position peaked at $244K in Q3 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

MGO One Seven reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
MGO One Seven sold 3,627 iShares US Financial Services ETF shares in Q1 2022, an estimated $233K.
MGO One Seven first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 8 quarters.
MGO One Seven's iShares US Financial Services ETF position peaked at $244K in Q3 2021.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on MGO One Seven's 13F filing for Q1 2022, filed 13 May 2022.