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POM Investment Strategies’s iShares US Financial Services ETF IYG Stock Holding History

POM Investment Strategies’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
-34
Closed -$2.42K – 363
2024
Q3 		$2.42K Buy
+34
New +$2.34K ﹤0.01% 220

Other funds holding IYG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

POM Investment Strategies's IYG Position: Q4 2024 in Review

POM Investment Strategies sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 34 shares — an estimated $2.42K sold.

POM Investment Strategies first reported a position in IYG in Q3 2024 and held it in 1 quarter. The position peaked at $2.42K in Q3 2024. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • POM Investment Strategies reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 34 iShares US Financial Services ETF shares in Q4 2024, an estimated $2.42K.
  • POM Investment Strategies first reported a position in iShares US Financial Services ETF in Q3 2024 and held it in 1 quarter.
  • POM Investment Strategies's iShares US Financial Services ETF position peaked at $2.42K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.