Rollins Financial’s iShares US Financial Services ETF IYG Stock Holding History

Rollins Financial’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 Q2	$212K	Buy	+3,441	New	+$210K	0.08%	96

Other funds holding IYG

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

RIG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Rollins Financial's IYG Position: Q2 2021 in Review

Rollins Financial opened a new position in iShares US Financial Services ETF (IYG) in Q2 2021: 3,441 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #96 among its holdings.

235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

Rollins Financial held 3,441 shares of iShares US Financial Services ETF worth $212K as of Q2 2021.
iShares US Financial Services ETF was a new Rollins Financial position in Q2 2021.
iShares US Financial Services ETF made up 0.08% of Rollins Financial's portfolio in Q2 2021, its #96 holding.
235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

Based on Rollins Financial's 13F filing for Q2 2021, filed 4 Aug 2021.