Riggs Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Riggs Capital Management’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 Q4	$356K	Buy	+4,580	New	+$353K	0.35%	71

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Riggs Capital Management's IYG Position: Q4 2024 in Review

Riggs Capital Management opened a new position in iShares US Financial Services ETF (IYG) in Q4 2024: 4,580 shares worth $356K. The stake represents 0.35% of the portfolio and ranks #71 among its holdings.

249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

Riggs Capital Management held 4,580 shares of iShares US Financial Services ETF worth $356K as of Q4 2024.
iShares US Financial Services ETF was a new Riggs Capital Management position in Q4 2024.
iShares US Financial Services ETF made up 0.35% of Riggs Capital Management's portfolio in Q4 2024, its #71 holding.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.