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

Realta Investment 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 		– Sell
-4,962
Closed -$324K – 558
2024
Q2 		$324K Sell
4,962
-460
-8% -$29.9K 0.06% 299
2024
Q1 		$359K Sell
5,422
-185
-3% -$11.5K 0.07% 290
2023
Q4 		$335K Sell
5,607
-474
-8% -$25.5K 0.08% 294
2023
Q3 		$320K Hold
6,081
– – 0.07% 281
2023
Q2 		$320K Sell
6,081
-165
-3% -$8.36K 0.07% 289
2023
Q1 		$314K Sell
6,246
-111
-2% -$6.06K 0.08% 281
2022
Q4 		$334K Hold
6,357
– – 0.08% 278
2022
Q3 		$299K Buy
6,357
+102
+2% +$5.35K 0.08% 283
2022
Q2 		$313K Buy
6,255
+279
+5% +$15.1K 0.08% 267
2022
Q1 		$359K Sell
5,976
-204
-3% -$12.9K 0.07% 272
2021
Q4 		$398K Buy
6,180
+51
+0.8% +$3.33K 0.09% 255
2021
Q3 		$384K Buy
6,129
+9
+0.1% +$565 0.09% 250
2021
Q2 		$378K Buy
6,120
+3
+0% +$183 0.09% 251
2021
Q1 		$349K Buy
6,117
+6
+0.1% +$325 0.09% 255
2020
Q4 		$306K Buy
6,111
+12
+0.2% +$541 0.09% 246
2020
Q3 		$248K Sell
6,099
-285
-4% -$11.8K 0.08% 257
2020
Q2 		$254K Buy
6,384
+456
+8% +$17.5K 0.08% 272
2020
Q1 		$203K Buy
5,928
+21
+0.4% +$958 0.09% 261
2019
Q4 		$292K Sell
5,907
-186
-3% -$8.93K 0.08% 270
2019
Q3 		$277K Buy
6,093
+273
+5% +$12.3K 0.08% 267
2019
Q2 		$259K Sell
5,820
-48
-0.8% -$2.1K 0.07% 281
2019
Q1 		$244K Buy
+5,868
New +$243K 0.11% 237

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

Realta Investment Advisors's IYG Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2024, closing a stake of 4,962 shares — an estimated $324K sold.

Realta Investment Advisors first reported a position in IYG in Q1 2019 and held it in 22 quarters. The position peaked at $398K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,962 iShares US Financial Services ETF shares in Q3 2024, an estimated $324K.
  • Realta Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's iShares US Financial Services ETF position peaked at $398K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.