Private Capital Group’s iShares US Financial Services ETF IYG Stock Holding History

Private Capital Group’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	$47K	Hold	942	–	–	0.04%	507
2022 Q1	$57K	Hold	942	–	–	0.01%	597
2021 Q4	$61K	Hold	942	–	–	0.01%	599
2021 Q3	$59K	Hold	942	–	–	0.01%	610
2021 Q2	$58K	Hold	942	–	–	0.01%	612
2021 Q1	$54K	Hold	942	–	–	0.01%	612
2020 Q4	$47K	Sell	942 -7,947	-89%	-$358K	0.01%	824
2020 Q3	$362K	Sell	8,889 -360	-4%	-$14.8K	0.08%	178
2020 Q2	$368K	Buy	9,249 +7,932	+602%	+$305K	0.08%	172
2020 Q1	$45K	Hold	1,317	–	–	0.01%	684
2019 Q4	$66K	Hold	1,317	–	–	0.01%	609
2019 Q3	$60K	Hold	1,317	–	–	0.01%	686
2019 Q2	$57K	Hold	1,317	–	–	0.01%	601
2019 Q1	$55K	Hold	1,317	–	–	0.01%	717
2018 Q4	$49K	Hold	1,317	–	–	0.01%	671
2018 Q3	$58K	Hold	1,317	–	–	0.01%	644
2018 Q2	$57K	Hold	1,317	–	–	0.01%	638
2018 Q1	$57K	Hold	1,317	–	–	0.01%	613
2017 Q4	$57K	Buy	+1,317	New	+$54.9K	0.01%	636

Other funds holding IYG

RIG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Capital Group's IYG Position: Q2 2022 in Review

Private Capital Group held its iShares US Financial Services ETF (IYG) position steady in Q2 2022 at 942 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #507.

Private Capital Group first reported a position in IYG in Q4 2017 and has held it in 19 quarters since. The position peaked at $368K in Q2 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Private Capital Group held 942 shares of iShares US Financial Services ETF worth $47K as of Q2 2022.
Private Capital Group left its iShares US Financial Services ETF share count unchanged in Q2 2022.
iShares US Financial Services ETF made up 0.04% of Private Capital Group's portfolio in Q2 2022, its #507 holding.
Private Capital Group first reported a position in iShares US Financial Services ETF in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's iShares US Financial Services ETF position peaked at $368K in Q2 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.