Patriot Financial Group Insurance Agency’s iShares US Financial Services ETF IYG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-543	Closed	-$31K	–	2122
2021 Q1	$31K	Sell	543 -867	-61%	-$46.9K	0.01%	944
2020 Q4	$71K	Sell	1,410 -8,172	-85%	-$369K	0.02%	583
2020 Q3	$390K	Buy	9,582 +6,138	+178%	+$253K	0.13%	170
2020 Q2	$173K	Buy	+3,444	New	+$132K	0.07%	257
2018 Q2	–	Sell	-2,250	Closed	-$96K	–	765
2018 Q1	$96K	Sell	2,250 -975	-30%	-$44.3K	0.07%	218
2017 Q4	$142K	Sell	3,225 -633	-16%	-$26.4K	0.11%	160
2017 Q3	$156K	Sell	3,858 -321	-8%	-$12.3K	0.14%	129
2017 Q2	$160K	Sell	4,179 -534	-11%	-$19.4K	0.17%	118
2017 Q1	$169K	Buy	4,713 +561	+14%	+$20.6K	0.18%	104
2016 Q4	$147K	Buy	+4,152	New	+$135K	0.2%	105

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYG Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 543 shares — an estimated $31K sold.

Patriot Financial Group Insurance Agency first reported a position in IYG in Q4 2016 and held it in 10 quarters. The position peaked at $390K in Q3 2020. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

Patriot Financial Group Insurance Agency reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 543 iShares US Financial Services ETF shares in Q2 2021, an estimated $31K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's iShares US Financial Services ETF position peaked at $390K in Q3 2020.
235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.