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

Spectrum Management 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
2022 Q2	–	Sell	-24,009	Closed	-$1.44M	–	278
2022 Q1	$1.44M	Sell	24,009 -993	-4%	-$62.6K	0.23%	80
2021 Q4	$1.61M	Buy	25,002 +15,735	+170%	+$1.03M	0.23%	79
2021 Q3	$581K	Buy	9,267 +8,223	+788%	+$516K	0.09%	89
2021 Q2	$64K	Buy	+1,044	New	+$63.8K	0.01%	150
2021 Q1	–	Sell	-24	Closed	-$1K	–	243
2020 Q4	$1K	Sell	24 -54,984	-100%	-$2.48M	﹤0.01%	219
2020 Q3	$2.24M	Buy	55,008 +939	+2%	+$38.7K	0.52%	59
2020 Q2	$2.15M	Buy	+54,069	New	+$2.08M	0.55%	58

Other funds holding IYG

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Management Group's IYG Position: Q2 2022 in Review

Spectrum Management Group sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 24,009 shares — an estimated $1.44M sold.

Spectrum Management Group first reported a position in IYG in Q2 2020 and held it in 7 quarters. The position peaked at $2.24M in Q3 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Spectrum Management Group reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 24,009 iShares US Financial Services ETF shares in Q2 2022, an estimated $1.44M.
Spectrum Management Group first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 7 quarters.
Spectrum Management Group's iShares US Financial Services ETF position peaked at $2.24M in Q3 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.