Snider Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Snider Financial Group’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 Q4	–	Sell	-33,747	Closed	-$1.74M	–	59
2023 Q3	$1.74M	Hold	33,747	–	–	0.84%	39
2023 Q2	$1.78M	Sell	33,747 -57,234	-63%	-$2.9M	0.85%	38
2023 Q1	$4.58M	Sell	90,981 -1,209	-1%	-$66K	2.44%	11
2022 Q4	$4.84M	Sell	92,190 -1,722	-2%	-$90.2K	2.68%	10
2022 Q3	$4.73M	Buy	93,912 +1,557	+2%	+$81.7K	2.57%	12
2022 Q2	$4.56M	Buy	92,355 +33,705	+57%	+$1.83M	2.49%	13
2022 Q1	$3.53M	Buy	58,650 +960	+2%	+$60.5K	1.6%	25
2021 Q4	$3.78M	Buy	57,690 +927	+2%	+$60.4K	1.6%	23
2021 Q3	$3.78M	Buy	56,763 +3,342	+6%	+$210K	1.65%	20
2021 Q2	$3.28M	Buy	+53,421	New	+$3.26M	1.54%	22

Other funds holding IYG

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snider Financial Group's IYG Position: Q4 2023 in Review

Snider Financial Group sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 33,747 shares — an estimated $1.74M sold.

Snider Financial Group first reported a position in IYG in Q2 2021 and held it in 10 quarters. The position peaked at $4.84M in Q4 2022. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

Snider Financial Group reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
Snider Financial Group sold 33,747 iShares US Financial Services ETF shares in Q4 2023, an estimated $1.74M.
Snider Financial Group first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 10 quarters.
Snider Financial Group's iShares US Financial Services ETF position peaked at $4.84M in Q4 2022.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Snider Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.