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

Regal 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
2022 Q1	–	Sell	-20,907	Closed	-$1.34M	–	552
2021 Q4	$1.34M	Buy	20,907 +564	+3%	+$36.8K	0.12%	182
2021 Q3	$1.28M	Buy	+20,343	New	+$1.28M	0.12%	171
2020 Q3	–	Sell	-16,032	Closed	-$638K	–	137
2020 Q2	$638K	Buy	+16,032	New	+$616K	0.12%	162
2015 Q4	–	Sell	-126	Closed	-$3K	–	588
2015 Q3	$3K	Buy	+126	New	+$3.86K	﹤0.01%	890

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RIG

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Regal Investment Advisors's IYG Position: Q1 2022 in Review

Regal Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 20,907 shares — an estimated $1.34M sold.

Regal Investment Advisors first reported a position in IYG in Q3 2015 and held it in 4 quarters. The position peaked at $1.34M in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

Regal Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 20,907 iShares US Financial Services ETF shares in Q1 2022, an estimated $1.34M.
Regal Investment Advisors first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 4 quarters.
Regal Investment Advisors's iShares US Financial Services ETF position peaked at $1.34M in Q4 2021.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.