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RWA Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

RWA Wealth Partners’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
-3,186
Closed -$211K – 559
2024
Q1 		$211K Buy
+3,186
New +$198K ﹤0.01% 519

Other funds holding IYG

Envestnet Asset Management
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
Goldman Sachs New York $871B AUM 31.28% 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
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
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWA Wealth Partners's IYG Position: Q2 2024 in Review

RWA Wealth Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 3,186 shares — an estimated $211K sold.

RWA Wealth Partners first reported a position in IYG in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

  • RWA Wealth Partners reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 3,186 iShares US Financial Services ETF shares in Q2 2024, an estimated $211K.
  • RWA Wealth Partners first reported a position in iShares US Financial Services ETF in Q1 2024 and held it in 1 quarter.
  • RWA Wealth Partners's iShares US Financial Services ETF position peaked at $211K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on RWA Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.