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Pinnacle Family Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Pinnacle Family 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
2024
Q3 		– Sell
-46,462
Closed -$3.03M – 122
2024
Q2 		$3.03M Buy
+46,462
New +$3.02M 1.67% 18

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Pinnacle Family Advisors's IYG Position: Q3 2024 in Review

Pinnacle Family Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 46,462 shares — an estimated $3.03M sold.

Pinnacle Family Advisors first reported a position in IYG in Q2 2024 and held it in 1 quarter. The position peaked at $3.03M in Q2 2024. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Pinnacle Family Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Family Advisors sold 46,462 iShares US Financial Services ETF shares in Q3 2024, an estimated $3.03M.
  • Pinnacle Family Advisors first reported a position in iShares US Financial Services ETF in Q2 2024 and held it in 1 quarter.
  • Pinnacle Family Advisors's iShares US Financial Services ETF position peaked at $3.03M in Q2 2024.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Pinnacle Family Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.