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

Millennium 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
2024 Q4	–	Sell	-7,970	Closed	-$566K	–	6205
2024 Q3	$566K	Sell	7,970 -30,343	-79%	-$2.09M	﹤0.01%	4729
2024 Q2	$2.5M	Buy	+38,313	New	+$2.49M	﹤0.01%	3347
2023 Q4	–	Sell	-56,664	Closed	-$2.92M	–	6308
2023 Q3	$2.92M	Buy	+56,664	New	+$3.06M	﹤0.01%	3215
2023 Q2	–	Sell	-39,747	Closed	-$2M	–	6393
2023 Q1	$2M	Buy	+39,747	New	+$2.17M	﹤0.01%	3444
2022 Q4	–	Sell	-62,382	Closed	-$2.94M	–	6798
2022 Q3	$2.94M	Sell	62,382 -120,975	-66%	-$6.35M	﹤0.01%	3414
2022 Q2	$9.06M	Buy	183,357 +158,829	+648%	+$8.61M	0.01%	2157
2022 Q1	$1.47M	Sell	24,528 -96,993	-80%	-$6.12M	﹤0.01%	4152
2021 Q4	$7.82M	Buy	+121,521	New	+$7.92M	﹤0.01%	2418
2020 Q3	–	Sell	-5,790	Closed	-$230K	–	4639
2020 Q2	$230K	Buy	+5,790	New	+$222K	﹤0.01%	3782
2016 Q3	–	Sell	-204,300	Closed	-$5.49M	–	3431
2016 Q2	$5.49M	Buy	+204,300	New	+$5.71M	0.01%	1202
2015 Q4	–	Sell	-8,124	Closed	-$231K	–	3591
2015 Q3	$231K	Buy	+8,124	New	+$249K	﹤0.01%	3053

Other funds holding IYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Millennium Management's IYG Position: Q4 2024 in Review

Millennium Management sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 7,970 shares — an estimated $566K sold.

Millennium Management first reported a position in IYG in Q3 2015 and held it in 11 quarters. The position peaked at $9.06M in Q2 2022. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

Millennium Management reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
Millennium Management sold 7,970 iShares US Financial Services ETF shares in Q4 2024, an estimated $566K.
Millennium Management first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 11 quarters.
Millennium Management's iShares US Financial Services ETF position peaked at $9.06M in Q2 2022.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.