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Private Portfolio Partners’s iShares US Financial Services ETF IYG Stock Holding History

Private Portfolio Partners’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 		$333K Buy
4,284
+1
+0% +$77 0.06% 223
2024
Q3 		$304K Buy
+4,283
New +$294K 0.06% 227
2024
Q2 		– Sell
-4,281
Closed -$284K – 176
2024
Q1 		$284K Sell
4,281
-93
-2% -$5.78K 0.06% 221
2023
Q4 		$261K Buy
4,374
+3
+0.1% +$162 0.06% 223
2023
Q3 		$225K Sell
4,371
-39
-0.9% -$2.11K 0.06% 231
2023
Q2 		$232K Sell
4,410
-81
-2% -$4.11K 0.06% 232
2023
Q1 		$226K Sell
4,491
-60
-1% -$3.27K 0.06% 233
2022
Q4 		$239K Sell
4,551
-102
-2% -$5.34K 0.06% 234
2022
Q3 		$219K Buy
4,653
+3
+0.1% +$157 0.06% 241
2022
Q2 		$230K Buy
4,650
+3
+0.1% +$163 0.06% 236
2022
Q1 		$279K Buy
4,647
+375
+9% +$23.6K 0.07% 232
2021
Q4 		$275K Hold
4,272
– – 0.07% 226
2021
Q3 		$268K Sell
4,272
-45
-1% -$2.82K 0.08% 219
2021
Q2 		$267K Hold
4,317
– – 0.08% 222
2021
Q1 		$246K Buy
4,317
+105
+2% +$5.68K 0.08% 206
2020
Q4 		$211K Sell
4,212
-8,544
-67% -$385K 0.07% 210
2020
Q3 		$519K Buy
12,756
+1,272
+11% +$52.5K 0.21% 101
2020
Q2 		$457K Buy
+11,484
New +$441K 0.21% 106
2020
Q1 		– Sell
-4,512
Closed -$228K – 198
2019
Q4 		$228K Hold
4,512
– – 0.1% 182
2019
Q3 		$205K Sell
4,512
-87
-2% -$3.92K 0.1% 188
2019
Q2 		$205K Buy
+4,599
New +$201K 0.09% 213

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

Private Portfolio Partners's IYG Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares US Financial Services ETF (IYG) stake by 0.02% in Q4 2024, buying an estimated $77 and bringing the position to 4,284 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #223.

Private Portfolio Partners first reported a position in IYG in Q2 2019 and has held it in 21 quarters since. The position peaked at $519K in Q3 2020. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Private Portfolio Partners held 4,284 shares of iShares US Financial Services ETF worth $333K as of Q4 2024.
  • Private Portfolio Partners bought 1 iShares US Financial Services ETF share in Q4 2024, an estimated $77.
  • iShares US Financial Services ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #223 holding.
  • Private Portfolio Partners first reported a position in iShares US Financial Services ETF in Q2 2019 and has held it in 21 quarters since.
  • Private Portfolio Partners's iShares US Financial Services ETF position peaked at $519K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.