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Romano Brothers & Co’s iShares US Financial Services ETF IYG Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-165
Closed -$8.66K – 630
2022
Q4 		$8.66K Buy
+165
New +$8.65K ﹤0.01% 749

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Romano Brothers & Co's IYG Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 165 shares — an estimated $8.66K sold.

Romano Brothers & Co first reported a position in IYG in Q4 2022 and held it in 1 quarter. The position peaked at $8.66K in Q4 2022. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 165 iShares US Financial Services ETF shares in Q1 2023, an estimated $8.66K.
  • Romano Brothers & Co first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares US Financial Services ETF position peaked at $8.66K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.