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

Raymond James Financial Services 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
Q3 		$1.87M Sell
26,381
-1,188
-4% -$81.6K ﹤0.01% 1771
2024
Q2 		$1.8M Sell
27,569
-153
-0.6% -$9.94K ﹤0.01% 1730
2024
Q1 		$1.84M Sell
27,722
-616
-2% -$38.3K ﹤0.01% 1685
2023
Q4 		$1.69M Sell
28,338
-126
-0.4% -$6.78K ﹤0.01% 1661
2023
Q3 		$1.47M Sell
28,464
-2,607
-8% -$141K ﹤0.01% 1687
2023
Q2 		$1.64M Sell
31,071
-2,838
-8% -$144K ﹤0.01% 1633
2023
Q1 		$1.71M Sell
33,909
-24,795
-42% -$1.35M ﹤0.01% 1580
2022
Q4 		$3.08M Buy
58,704
+2,082
+4% +$109K 0.01% 1212
2022
Q3 		$2.67M Sell
56,622
-4,224
-7% -$222K 0.01% 1267
2022
Q2 		$3.01M Sell
60,846
-29,760
-33% -$1.61M 0.01% 1207
2022
Q1 		$5.45M Sell
90,606
-48,297
-35% -$3.05M 0.01% 956
2021
Q4 		$8.94M Sell
138,903
-80,805
-37% -$5.27M 0.02% 737
2021
Q3 		$13.8M Buy
219,708
+52,182
+31% +$3.27M 0.03% 553
2021
Q2 		$10.3M Buy
167,526
+114,993
+219% +$7.03M 0.02% 656
2021
Q1 		$3M Buy
52,533
+1,080
+2% +$58.4K 0.01% 1173
2020
Q4 		$2.57M Sell
51,453
-42,672
-45% -$1.92M 0.01% 1156
2020
Q3 		$3.83M Buy
94,125
+18,186
+24% +$750K 0.01% 867
2020
Q2 		$3.02M Buy
75,939
+3,327
+5% +$128K 0.01% 928
2020
Q1 		$2.48M Buy
72,612
+26,511
+58% +$1.21M 0.01% 795
2019
Q4 		$2.33M Sell
46,101
-594
-1% -$28.5K 0.01% 1093
2019
Q3 		$2.12M Sell
46,695
-9,999
-18% -$451K 0.01% 1076
2019
Q2 		$2.53M Sell
56,694
-2,172
-4% -$95.1K 0.01% 976
2019
Q1 		$2.45M Sell
58,866
-13,134
-18% -$544K 0.01% 966
2018
Q4 		$2.69M Buy
72,000
+15,975
+29% +$659K 0.01% 757
2018
Q3 		$2.49M Buy
56,025
+1,518
+3% +$68.7K 0.01% 943
2018
Q2 		$2.35M Sell
54,507
-51,219
-48% -$2.27M 0.01% 927
2018
Q1 		$4.62M Sell
105,726
-1,203
-1% -$54.6K 0.03% 580
2017
Q4 		$4.65M Buy
106,929
+34,545
+48% +$1.44M 0.03% 562
2017
Q3 		$2.89M Buy
72,384
+37,170
+106% +$1.42M 0.02% 749
2017
Q2 		$1.33M Sell
35,214
-4,380
-11% -$159K 0.01% 1087
2017
Q1 		$1.44M Buy
39,594
+5,727
+17% +$210K 0.01% 978
2016
Q4 		$1.2M Buy
33,867
+6,279
+23% +$205K 0.01% 1016
2016
Q3 		$807K Buy
27,588
+13,734
+99% +$395K 0.01% 1218
2016
Q2 		$372K Sell
13,854
-1,836
-12% -$51.3K ﹤0.01% 1587
2016
Q1 		$424K Buy
+15,690
New +$415K ﹤0.01% 1348
2015
Q1 		– Sell
-282,588
Closed -$8.65M – 568
2014
Q4 		$8.65M Buy
282,588
+936
+0.3% +$27.6K 0.45% 49
2014
Q3 		$8.08M Buy
281,652
+246
+0.1% +$6.98K 0.44% 54
2014
Q2 		$7.92M Sell
281,406
-879
-0.3% -$24.1K 0.47% 51
2014
Q1 		$7.99M Buy
282,285
+1,275
+0.5% +$35.4K 0.47% 52
2013
Q4 		$7.84M Buy
281,010
+36,975
+15% +$972K 0.48% 50
2013
Q3 		$6.03M Buy
244,035
+201,858
+479% +$5.05M 0.4% 65
2013
Q2 		$1.01M Buy
+42,177
New +$973K 0.03% 614

Other funds holding IYG

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Raymond James Financial Services Advisors's IYG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares US Financial Services ETF (IYG) stake by 4.3% in Q3 2024, selling an estimated $81.6K and leaving 26,381 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Raymond James Financial Services Advisors first reported a position in IYG in Q2 2013 and has held it in 42 quarters since. The position peaked at $13.8M in Q3 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Raymond James Financial Services Advisors held 26,381 shares of iShares US Financial Services ETF worth $1.87M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,188 iShares US Financial Services ETF shares in Q3 2024, an estimated $81.6K.
  • iShares US Financial Services ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1771 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 42 quarters since.
  • Raymond James Financial Services Advisors's iShares US Financial Services ETF position peaked at $13.8M in Q3 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.