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

MinichMacGregor 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 Q2	–	Sell	-297,222	Closed	-$17.9M	–	89
2022 Q1	$17.9M	Buy	297,222 +202,188	+213%	+$12.7M	5.71%	3
2021 Q4	$6.12M	Buy	95,034 +51,918	+120%	+$3.38M	1.86%	22
2021 Q3	$2.7M	Sell	43,116 -1,350	-3%	-$84.7K	0.91%	30
2021 Q2	$2.75M	Buy	+44,466	New	+$2.72M	0.96%	30
2018 Q4	–	Sell	-945	Closed	-$42K	–	298
2018 Q3	$42K	Sell	945 -645	-41%	-$29.2K	0.03%	133
2018 Q2	$69K	Hold	1,590	–	–	0.05%	96
2018 Q1	$69K	Hold	1,590	–	–	0.05%	92
2017 Q4	$69K	Hold	1,590	–	–	0.05%	89
2017 Q3	$63K	Hold	1,590	–	–	0.05%	88
2017 Q2	$60K	Hold	1,590	–	–	0.05%	93
2017 Q1	$57K	Hold	1,590	–	–	0.05%	99
2016 Q4	$56K	Hold	1,590	–	–	0.05%	97
2016 Q3	$46K	Hold	1,590	–	–	0.04%	119
2016 Q2	$42K	Hold	1,590	–	–	0.04%	124
2016 Q1	$43K	Buy	1,590 +309	+24%	+$8.17K	0.04%	114
2015 Q4	$39K	Buy	+1,281	New	+$38.9K	0.04%	119

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's IYG Position: Q2 2022 in Review

MinichMacGregor Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 297,222 shares — an estimated $17.9M sold.

MinichMacGregor Wealth Management first reported a position in IYG in Q4 2015 and held it in 16 quarters. The position peaked at $17.9M in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

MinichMacGregor Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
MinichMacGregor Wealth Management sold 297,222 iShares US Financial Services ETF shares in Q2 2022, an estimated $17.9M.
MinichMacGregor Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2015 and held it in 16 quarters.
MinichMacGregor Wealth Management's iShares US Financial Services ETF position peaked at $17.9M in Q1 2022.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.