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

Summit Financial 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
2024 Q1	$791K	Hold	11,928	–	–	0.28%	94
2023 Q4	$713K	Sell	11,928 -1,407	-11%	-$75.8K	0.27%	97
2023 Q3	$687K	Hold	13,335	–	–	0.29%	95
2023 Q2	$702K	Hold	13,335	–	–	0.27%	100
2023 Q1	$671K	Hold	13,335	–	–	0.25%	103
2022 Q4	$700K	Hold	13,335	–	–	0.28%	103
2022 Q3	$628K	Hold	13,335	–	–	0.26%	102
2022 Q2	$659K	Hold	13,335	–	–	0.25%	103
2022 Q1	$802K	Hold	13,335	–	–	0.27%	96
2021 Q4	$858K	Hold	13,335	–	–	0.28%	92
2021 Q3	$836K	Hold	13,335	–	–	0.3%	86
2021 Q2	$823K	Hold	13,335	–	–	0.31%	85
2021 Q1	$761K	Hold	13,335	–	–	0.32%	80
2020 Q4	$667K	Hold	13,335	–	–	0.29%	81
2020 Q3	$542K	Sell	13,335 -3,240	-20%	-$134K	0.27%	85
2020 Q2	$660K	Hold	16,575	–	–	0.34%	73
2020 Q1	$567K	Hold	16,575	–	–	0.34%	71
2019 Q4	$839K	Hold	16,575	–	–	0.4%	63
2019 Q3	$754K	Buy	+16,575	New	+$747K	0.38%	66

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Summit Financial Group's IYG Position: Q1 2024 in Review

Summit Financial Group held its iShares US Financial Services ETF (IYG) position steady in Q1 2024 at 11,928 shares worth $791K. The position accounts for 0.28% of the portfolio, ranked #94.

Summit Financial Group first reported a position in IYG in Q3 2019 and has held it in 19 quarters since. The position peaked at $858K in Q4 2021. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

Summit Financial Group held 11,928 shares of iShares US Financial Services ETF worth $791K as of Q1 2024.
Summit Financial Group left its iShares US Financial Services ETF share count unchanged in Q1 2024.
iShares US Financial Services ETF made up 0.28% of Summit Financial Group's portfolio in Q1 2024, its #94 holding.
Summit Financial Group first reported a position in iShares US Financial Services ETF in Q3 2019 and has held it in 19 quarters since.
Summit Financial Group's iShares US Financial Services ETF position peaked at $858K in Q4 2021.
226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.