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

Quest 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
2021
Q4 		$235K Buy
3,651
+3
+0.1% +$196 0.04% 280
2021
Q3 		$229K Sell
3,648
-12
-0.3% -$753 0.05% 265
2021
Q2 		$226K Buy
3,660
+3
+0.1% +$183 0.05% 260
2021
Q1 		$209K Buy
+3,657
New +$198K 0.04% 253

Other funds holding IYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quest Capital Management's IYG Position: Q4 2021 in Review

Quest Capital Management increased its iShares US Financial Services ETF (IYG) stake by 0.08% in Q4 2021, buying an estimated $196 and bringing the position to 3,651 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #280.

Quest Capital Management first reported a position in IYG in Q1 2021 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

  • Quest Capital Management held 3,651 shares of iShares US Financial Services ETF worth $235K as of Q4 2021.
  • Quest Capital Management bought 3 iShares US Financial Services ETF shares in Q4 2021, an estimated $196.
  • iShares US Financial Services ETF made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #280 holding.
  • Quest Capital Management first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.