RPWA
IYG icon

Regent Peak Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-102
Closed -$5K – 562
2020
Q4 		$5K Buy
+102
New +$4.6K ﹤0.01% 670

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's IYG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2021, closing a stake of 102 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in IYG in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 213 funds tracked by Wall St. Rank hold IYG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 102 iShares US Financial Services ETF shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares US Financial Services ETF position peaked at $5K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.