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Next Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Next Financial Group’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
2021
Q4 		$270K Buy
4,188
+2,082
+99% +$136K 0.02% 777
2021
Q3 		$132K Buy
2,106
+30
+1% +$1.88K 0.01% 1005
2021
Q2 		$128K Hold
2,076
– – 0.01% 1004
2021
Q1 		$119K Buy
2,076
+534
+35% +$28.9K 0.01% 954
2020
Q4 		$77K Sell
1,542
-1,281
-45% -$57.8K 0.01% 1050
2020
Q3 		$115K Sell
2,823
-2,229
-44% -$91.9K 0.01% 803
2020
Q2 		$201K Sell
5,052
-84
-2% -$3.23K 0.02% 547
2020
Q1 		$176K Sell
5,136
-1,611
-24% -$73.5K 0.02% 580
2019
Q4 		$341K Buy
6,747
+6
+0.1% +$288 0.04% 476
2019
Q3 		$307K Buy
6,741
+3
+0% +$135 0.03% 489
2019
Q2 		$301K Buy
6,738
+6,456
+2,289% +$283K 0.03% 518
2019
Q1 		$12K Sell
282
-6,954
-96% -$288K ﹤0.01% 1072
2018
Q4 		$271K Buy
7,236
+6,954
+2,466% +$287K 0.06% 323
2018
Q3 		$13K Buy
+282
New +$12.8K 0.01% 921
2017
Q4 		– Sell
-1,164
Closed -$47K – 840
2017
Q3 		$47K Sell
1,164
-558
-32% -$21.4K 0.01% 709
2017
Q2 		$65K Buy
1,722
+219
+15% +$7.96K 0.02% 695
2017
Q1 		$54K Sell
1,503
-984
-40% -$36.1K 0.02% 692
2016
Q4 		$88K Buy
+2,487
New +$81.1K 0.02% 729
2014
Q4 		– Sell
-300
Closed -$9K – 2121
2014
Q3 		$9K Buy
+300
New +$8.51K ﹤0.01% 1797

Other funds holding IYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's IYG Position: Q4 2021 in Review

Next Financial Group increased its iShares US Financial Services ETF (IYG) stake by 99% in Q4 2021, buying an estimated $136K and bringing the position to 4,188 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #777.

Next Financial Group first reported a position in IYG in Q3 2014 and has held it in 19 quarters since. The position peaked at $341K in Q4 2019. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Next Financial Group held 4,188 shares of iShares US Financial Services ETF worth $270K as of Q4 2021.
  • Next Financial Group bought 2,082 iShares US Financial Services ETF shares in Q4 2021, an estimated $136K.
  • iShares US Financial Services ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #777 holding.
  • Next Financial Group first reported a position in iShares US Financial Services ETF in Q3 2014 and has held it in 19 quarters since.
  • Next Financial Group's iShares US Financial Services ETF position peaked at $341K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.