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Northeast Financial Consultants’s iShares US Financial Services ETF IYG Stock Holding History

Northeast Financial Consultants’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
Q3 		– Sell
-30,597
Closed -$1.51M – 347
2022
Q2 		$1.51M Hold
30,597
– – 0.11% 112
2022
Q1 		$1.84M Buy
+30,597
New +$1.93M 0.11% 114

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Bank of America
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Envestnet Asset Management
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Northeast Financial Consultants's IYG Position: Q3 2022 in Review

Northeast Financial Consultants sold out of iShares US Financial Services ETF (IYG) in Q3 2022, closing a stake of 30,597 shares — an estimated $1.51M sold.

Northeast Financial Consultants first reported a position in IYG in Q1 2022 and held it in 2 quarters. The position peaked at $1.84M in Q1 2022. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • Northeast Financial Consultants reported no remaining iShares US Financial Services ETF position as of Q3 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 30,597 iShares US Financial Services ETF shares in Q3 2022, an estimated $1.51M.
  • Northeast Financial Consultants first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 2 quarters.
  • Northeast Financial Consultants's iShares US Financial Services ETF position peaked at $1.84M in Q1 2022.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Northeast Financial Consultants's 13F filing for Q3 2022, filed 15 Nov 2022.