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Phoenix Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Phoenix Wealth Advisors’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 		– Sell
-543
Closed -$34K – 244
2021
Q3 		$34K Hold
543
– – 0.03% 219
2021
Q2 		$33K Hold
543
– – 0.02% 216
2021
Q1 		$31K Hold
543
– – 0.02% 222
2020
Q4 		$27K Buy
+543
New +$24.5K 0.02% 234

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 $4.14B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Wealth Advisors's IYG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2021, closing a stake of 543 shares — an estimated $34K sold.

Phoenix Wealth Advisors first reported a position in IYG in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q3 2021. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 543 iShares US Financial Services ETF shares in Q4 2021, an estimated $34K.
  • Phoenix Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares US Financial Services ETF position peaked at $34K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.