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

Stratos Wealth 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
2023
Q4 		– Sell
-6,516
Closed -$336K – 714
2023
Q3 		$336K Buy
6,516
+99
+2% +$5.36K 0.02% 499
2023
Q2 		$338K Buy
6,417
+861
+15% +$43.6K 0.02% 491
2023
Q1 		$280K Sell
5,556
-804
-13% -$43.9K 0.02% 503
2022
Q4 		$334K Sell
6,360
-1,635
-20% -$85.7K 0.03% 456
2022
Q3 		$376K Buy
+7,995
New +$420K 0.04% 393
2022
Q2 		– Sell
-16,788
Closed -$1.01M – 533
2022
Q1 		$1.01M Sell
16,788
-1,962
-10% -$124K 0.08% 270
2021
Q4 		$1.21M Sell
18,750
-1,650
-8% -$108K 0.09% 257
2021
Q3 		$1.28M Buy
20,400
+4,209
+26% +$264K 0.11% 220
2021
Q2 		$1M Buy
16,191
+2,454
+18% +$150K 0.09% 238
2021
Q1 		$784K Sell
13,737
-4,572
-25% -$247K 0.08% 251
2020
Q4 		$916K Buy
18,309
+1,461
+9% +$65.9K 0.13% 175
2020
Q3 		$685K Buy
16,848
+2,406
+17% +$99.2K 0.17% 143
2020
Q2 		$575K Buy
14,442
+13,212
+1,074% +$508K 0.18% 126
2020
Q1 		$42K Buy
+1,230
New +$56.1K 0.03% 196

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's IYG Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2023, closing a stake of 6,516 shares — an estimated $336K sold.

Stratos Wealth Advisors first reported a position in IYG in Q1 2020 and held it in 14 quarters. The position peaked at $1.28M in Q3 2021. 219 funds tracked by Wall St. Rank hold IYG as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,516 iShares US Financial Services ETF shares in Q4 2023, an estimated $336K.
  • Stratos Wealth Advisors first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 14 quarters.
  • Stratos Wealth Advisors's iShares US Financial Services ETF position peaked at $1.28M in Q3 2021.
  • 219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.