Quattro Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Quattro Financial Advisors’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 Q1	–	Sell	-537	Closed	-$425K	–	88
2023 Q4	$425K	Sell	537 -8,820	-94%	-$475K	0.15%	65
2023 Q3	$482K	Hold	9,357	–	–	0.21%	60
2023 Q2	$493K	Sell	9,357 -43,608	-82%	-$2.21M	0.2%	60
2023 Q1	$2.67M	Sell	52,965 -6,918	-12%	-$377K	1.09%	21
2022 Q4	$3.14M	Sell	59,883 -4,473	-7%	-$234K	1.26%	19
2022 Q3	$3.03M	Sell	64,356 -348	-0.5%	-$18.3K	1.21%	25
2022 Q2	$3.2M	Buy	64,704 +7,935	+14%	+$430K	1.09%	27
2022 Q1	$3.41M	Buy	56,769 +7,623	+16%	+$481K	1.15%	24
2021 Q4	$3.16M	Buy	+49,146	New	+$3.2M	1.12%	24

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

RJA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Quattro Financial Advisors's IYG Position: Q1 2024 in Review

Quattro Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2024, closing a stake of 537 shares — an estimated $425K sold.

Quattro Financial Advisors first reported a position in IYG in Q4 2021 and held it in 9 quarters. The position peaked at $3.41M in Q1 2022. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

Quattro Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2024 after selling out during the quarter.
Quattro Financial Advisors sold 537 iShares US Financial Services ETF shares in Q1 2024, an estimated $425K.
Quattro Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 9 quarters.
Quattro Financial Advisors's iShares US Financial Services ETF position peaked at $3.41M in Q1 2022.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Quattro Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.