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Retirement Planning Company of New England’s iShares US Financial Services ETF IYG Stock Holding History

Retirement Planning Company of New England’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
-150
Closed -$9K – 561
2021
Q4 		$9K Buy
+150
New +$9.78K ﹤0.01% 661

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RIG
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Retirement Planning Company of New England's IYG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 150 shares — an estimated $9K sold.

Retirement Planning Company of New England first reported a position in IYG in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 150 iShares US Financial Services ETF shares in Q1 2022, an estimated $9K.
  • Retirement Planning Company of New England first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Financial Services ETF position peaked at $9K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.