Renaissance Technologies’s iShares US Financial Services ETF IYG Stock Holding History

Renaissance Technologies’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 Q2	–	Sell	-4,400	Closed	-$292K	–	3740
2024 Q1	$292K	Buy	+4,400	New	+$273K	﹤0.01%	3098
2023 Q1	–	Sell	-11,400	Closed	-$599K	–	4201
2022 Q4	$599K	Buy	11,400 +4,500	+65%	+$236K	﹤0.01%	2849
2022 Q3	$325K	Buy	+6,900	New	+$362K	﹤0.01%	3176
2022 Q1	–	Sell	-5,100	Closed	-$328K	–	4278
2021 Q4	$328K	Sell	5,100 -1,500	-23%	-$97.8K	﹤0.01%	3299
2021 Q3	$414K	Sell	6,600 -4,800	-42%	-$301K	﹤0.01%	2956
2021 Q2	$704K	Buy	+11,400	New	+$696K	﹤0.01%	2818
2019 Q3	–	Sell	-11,700	Closed	-$522K	–	3565
2019 Q2	$522K	Buy	+11,700	New	+$512K	﹤0.01%	2974
2019 Q1	–	Sell	-6,600	Closed	-$247K	–	3576
2018 Q4	$247K	Buy	+6,600	New	+$272K	﹤0.01%	3082

Other funds holding IYG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Renaissance Technologies's IYG Position: Q2 2024 in Review

Renaissance Technologies sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 4,400 shares — an estimated $292K sold.

Renaissance Technologies first reported a position in IYG in Q4 2018 and held it in 8 quarters. The position peaked at $704K in Q2 2021. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

Renaissance Technologies reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
Renaissance Technologies sold 4,400 iShares US Financial Services ETF shares in Q2 2024, an estimated $292K.
Renaissance Technologies first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 8 quarters.
Renaissance Technologies's iShares US Financial Services ETF position peaked at $704K in Q2 2021.
228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.