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

Strategic Blueprint’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	-6,003	Closed	-$361K	–	526
2022 Q1	$361K	Sell	6,003 -615	-9%	-$38.8K	0.04%	345
2021 Q4	$426K	Sell	6,618 -4,347	-40%	-$283K	0.05%	294
2021 Q3	$688K	Buy	10,965 +933	+9%	+$58.5K	0.11%	190
2021 Q2	$619K	Sell	10,032 -1,560	-13%	-$95.3K	0.1%	204
2021 Q1	$662K	Sell	11,592 -8,457	-42%	-$458K	0.14%	138
2020 Q4	$1M	Sell	20,049 -29,649	-60%	-$1.34M	0.25%	89
2020 Q3	$2.02M	Buy	49,698 +19,986	+67%	+$824K	0.63%	44
2020 Q2	$1.18M	Buy	+29,712	New	+$1.14M	0.42%	64

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

Strategic Blueprint's IYG Position: Q2 2022 in Review

Strategic Blueprint sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 6,003 shares — an estimated $361K sold.

Strategic Blueprint first reported a position in IYG in Q2 2020 and held it in 8 quarters. The position peaked at $2.02M in Q3 2020. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

Strategic Blueprint reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
Strategic Blueprint sold 6,003 iShares US Financial Services ETF shares in Q2 2022, an estimated $361K.
Strategic Blueprint first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 8 quarters.
Strategic Blueprint's iShares US Financial Services ETF position peaked at $2.02M in Q3 2020.
232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Strategic Blueprint's 13F filing for Q2 2022, filed 12 Aug 2022.