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Strategic Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Strategic Asset Management’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
Q3 		$49K Buy
1,047
+3
+0.3% +$157 0.08% 147
2022
Q2 		$52K Hold
1,044
– – 0.08% 154
2022
Q1 		$63K Hold
1,044
– – 0.09% 135
2021
Q4 		$67K Sell
1,044
-630
-38% -$41.1K 0.09% 129
2021
Q3 		$109K Buy
+1,674
New +$105K 0.15% 89

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Strategic Asset Management's IYG Position: Q3 2022 in Review

Strategic Asset Management increased its iShares US Financial Services ETF (IYG) stake by 0.29% in Q3 2022, buying an estimated $157 and bringing the position to 1,047 shares worth $49K. The position accounts for 0.08% of the portfolio, ranked #147.

Strategic Asset Management first reported a position in IYG in Q3 2021 and has held it in 5 quarters since. The position peaked at $109K in Q3 2021. 218 funds tracked by Wall St. Rank hold IYG as of Q3 2022.

  • Strategic Asset Management held 1,047 shares of iShares US Financial Services ETF worth $49K as of Q3 2022.
  • Strategic Asset Management bought 3 iShares US Financial Services ETF shares in Q3 2022, an estimated $157.
  • iShares US Financial Services ETF made up 0.08% of Strategic Asset Management's portfolio in Q3 2022, its #147 holding.
  • Strategic Asset Management first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares US Financial Services ETF position peaked at $109K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.