North Star Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

North Star Investment 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
2025 Q1	–	Sell	-138	Closed	-$10.7K	–	1219
2024 Q4	$10.7K	Buy	+138	New	+$10.6K	﹤0.01%	859

Other funds holding IYG

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

North Star Investment Management's IYG Position: Q1 2025 in Review

North Star Investment Management sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 138 shares — an estimated $10.7K sold.

North Star Investment Management first reported a position in IYG in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

North Star Investment Management reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
North Star Investment Management sold 138 iShares US Financial Services ETF shares in Q1 2025, an estimated $10.7K.
North Star Investment Management first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 1 quarter.
North Star Investment Management's iShares US Financial Services ETF position peaked at $10.7K in Q4 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on North Star Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.