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Source Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Source Financial Advisors’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
Q3 		$1.01M Sell
14,273
-563
-4% -$38.7K 0.3% 43
2024
Q2 		$967K Sell
14,836
-239
-2% -$15.5K 0.3% 45
2024
Q1 		$999K Sell
15,075
-9,417
-38% -$585K 0.3% 43
2023
Q4 		$1.46M Sell
24,492
-372
-1% -$20K 0.45% 40
2023
Q3 		$1.28M Sell
24,864
-2,094
-8% -$113K 0.43% 45
2023
Q2 		$1.42M Buy
26,958
+2,391
+10% +$121K 0.47% 40
2023
Q1 		$1.24M Sell
24,567
-28,896
-54% -$1.58M 0.41% 42
2022
Q4 		$2.81M Sell
53,463
-228
-0.4% -$11.9K 1.05% 24
2022
Q3 		$2.53M Sell
53,691
-3,258
-6% -$171K 1% 24
2022
Q2 		$2.81M Sell
56,949
-2,385
-4% -$129K 1.1% 23
2022
Q1 		$3.57M Sell
59,334
-15,693
-21% -$990K 1.05% 22
2021
Q4 		$4.83M Sell
75,027
-1,608
-2% -$105K 1.3% 19
2021
Q3 		$4.81M Sell
76,635
-1,953
-2% -$123K 1.25% 21
2021
Q2 		$4.85M Buy
78,588
+1,077
+1% +$65.8K 1.25% 21
2021
Q1 		$4.42M Buy
77,511
+15,852
+26% +$858K 1.18% 19
2020
Q4 		$3.08M Buy
+61,659
New +$2.78M 0.83% 27

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Source Financial Advisors's IYG Position: Q3 2024 in Review

Source Financial Advisors reduced its iShares US Financial Services ETF (IYG) stake by 3.8% in Q3 2024, selling an estimated $38.7K and leaving 14,273 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #43.

Source Financial Advisors first reported a position in IYG in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.85M in Q2 2021. 230 funds tracked by Wall St. Rank hold IYG as of Q3 2024.

  • Source Financial Advisors held 14,273 shares of iShares US Financial Services ETF worth $1.01M as of Q3 2024.
  • Source Financial Advisors sold 563 iShares US Financial Services ETF shares in Q3 2024, an estimated $38.7K.
  • iShares US Financial Services ETF made up 0.3% of Source Financial Advisors's portfolio in Q3 2024, its #43 holding.
  • Source Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's iShares US Financial Services ETF position peaked at $4.85M in Q2 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.