PWP
IYG icon

Personal Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-333
Closed -$21K – 234
2021
Q2 		$21K Buy
+333
New +$20.3K 0.01% 206

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Personal Wealth Partners's IYG Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 333 shares — an estimated $21K sold.

Personal Wealth Partners first reported a position in IYG in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 333 iShares US Financial Services ETF shares in Q3 2021, an estimated $21K.
  • Personal Wealth Partners first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares US Financial Services ETF position peaked at $21K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.