Prudential Financial
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Prudential Financial’s iShares US Financial Services ETF IYG Stock Holding History

Prudential Financial’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
-14,179
Closed -$1.01M – 2514
2024
Q3 		$1.01M Buy
14,179
+520
+4% +$35.7K ﹤0.01% 1873
2024
Q2 		$891K Sell
13,659
-1,141
-8% -$74.1K ﹤0.01% 1898
2024
Q1 		$981K Sell
14,800
-827
-5% -$51.4K ﹤0.01% 1840
2023
Q4 		$934K Buy
15,627
+1,017
+7% +$54.8K ﹤0.01% 1858
2023
Q3 		$753K Buy
14,610
+2,088
+17% +$113K ﹤0.01% 1898
2023
Q2 		$659K Buy
12,522
+1,575
+14% +$79.8K ﹤0.01% 2006
2023
Q1 		$547K Sell
10,947
-4,071
-27% -$222K ﹤0.01% 2027
2022
Q4 		$789K Sell
15,018
-111,816
-88% -$5.86M ﹤0.01% 1820
2022
Q3 		$6.04M Buy
126,834
+99,780
+369% +$5.24M 0.01% 822
2022
Q2 		$1.35M Sell
27,054
-2,013
-7% -$109K ﹤0.01% 1624
2022
Q1 		$1.75M Sell
29,067
-6,252
-18% -$394K ﹤0.01% 1575
2021
Q4 		$2.35M Buy
35,319
+11,484
+48% +$749K ﹤0.01% 1444
2021
Q3 		$1.49M Buy
23,835
+5,403
+29% +$339K ﹤0.01% 1611
2021
Q2 		$1.14M Buy
18,432
+11,247
+157% +$687K ﹤0.01% 1775
2021
Q1 		$410K Buy
7,185
+2,772
+63% +$150K ﹤0.01% 2192
2020
Q4 		$221K Sell
4,413
-42,546
-91% -$1.92M ﹤0.01% 2332
2020
Q3 		$1.91M Buy
46,959
+12,192
+35% +$503K ﹤0.01% 1346
2020
Q2 		$1.38M Buy
+34,767
New +$1.34M ﹤0.01% 1502

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

Prudential Financial's IYG Position: Q4 2024 in Review

Prudential Financial sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 14,179 shares — an estimated $1.01M sold.

Prudential Financial first reported a position in IYG in Q2 2020 and held it in 18 quarters. The position peaked at $6.04M in Q3 2022. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

  • Prudential Financial reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 14,179 iShares US Financial Services ETF shares in Q4 2024, an estimated $1.01M.
  • Prudential Financial first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 18 quarters.
  • Prudential Financial's iShares US Financial Services ETF position peaked at $6.04M in Q3 2022.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.