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Planned Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,026
Closed -$72.9K – 379
2024
Q3 		$72.9K Buy
+1,026
New +$70.5K 0.03% 255
2024
Q1 		– Sell
-981
Closed -$58.7K – 320
2023
Q4 		$58.7K Buy
+981
New +$52.8K 0.03% 262
2021
Q1 		– Sell
-240
Closed -$12K – 240
2020
Q4 		$12K Hold
240
– – 0.01% 321
2020
Q3 		$10K Buy
+240
New +$9.9K 0.01% 258

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Planned Solutions's IYG Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 1,026 shares — an estimated $72.9K sold.

Planned Solutions first reported a position in IYG in Q3 2020 and held it in 4 quarters. The position peaked at $72.9K in Q3 2024. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Planned Solutions reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,026 iShares US Financial Services ETF shares in Q4 2024, an estimated $72.9K.
  • Planned Solutions first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares US Financial Services ETF position peaked at $72.9K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.