Princeton Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Princeton Capital Management’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
2022 Q2	–	Sell	-3,675	Closed	-$221K	–	102
2022 Q1	$221K	Hold	3,675	–	–	0.07%	98
2021 Q4	$237K	Hold	3,675	–	–	0.07%	103
2021 Q3	$231K	Buy	+3,675	New	+$231K	0.07%	100
2019 Q4	–	Sell	-72	Closed	-$3K	–	151
2019 Q3	$3K	Sell	72 -900	-93%	-$40.6K	﹤0.01%	230
2019 Q2	$43K	Hold	972	–	–	0.02%	156
2019 Q1	$40K	Hold	972	–	–	0.02%	157
2018 Q4	$36K	Hold	972	–	–	0.02%	163
2018 Q3	$43K	Buy	972 +522	+116%	+$23.6K	0.02%	177
2018 Q2	$19K	Hold	450	–	–	0.01%	228
2018 Q1	$20K	Buy	+450	New	+$20.4K	0.01%	217
2014 Q3	–	Sell	-11,625	Closed	-$327K	–	87
2014 Q2	$327K	Sell	11,625 -18,900	-62%	-$519K	0.28%	71
2014 Q1	$864K	Buy	30,525 +23,025	+307%	+$639K	0.73%	61
2013 Q4	$209K	Buy	+7,500	New	+$197K	0.17%	89

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Princeton Capital Management's IYG Position: Q2 2022 in Review

Princeton Capital Management sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 3,675 shares — an estimated $221K sold.

Princeton Capital Management first reported a position in IYG in Q4 2013 and held it in 13 quarters. The position peaked at $864K in Q1 2014. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Princeton Capital Management reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Princeton Capital Management sold 3,675 iShares US Financial Services ETF shares in Q2 2022, an estimated $221K.
Princeton Capital Management first reported a position in iShares US Financial Services ETF in Q4 2013 and held it in 13 quarters.
Princeton Capital Management's iShares US Financial Services ETF position peaked at $864K in Q1 2014.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Princeton Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.