SL
IYG icon

Salomon & Ludwin’s iShares US Financial Services ETF IYG Stock Holding History

Salomon & Ludwin’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
-147
Closed -$9.75K – 781
2024
Q1 		$9.75K Hold
147
– – ﹤0.01% 558
2023
Q4 		$7.58K Hold
147
– – ﹤0.01% 529
2023
Q3 		$7.58K Buy
+147
New +$7.95K ﹤0.01% 527

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

Salomon & Ludwin's IYG Position: Q2 2024 in Review

Salomon & Ludwin sold out of iShares US Financial Services ETF (IYG) in Q2 2024, closing a stake of 147 shares — an estimated $9.75K sold.

Salomon & Ludwin first reported a position in IYG in Q3 2023 and held it in 3 quarters. The position peaked at $9.75K in Q1 2024. 228 funds tracked by Wall St. Rank hold IYG as of Q2 2024.

  • Salomon & Ludwin reported no remaining iShares US Financial Services ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 147 iShares US Financial Services ETF shares in Q2 2024, an estimated $9.75K.
  • Salomon & Ludwin first reported a position in iShares US Financial Services ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's iShares US Financial Services ETF position peaked at $9.75K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.